1858 Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

1858 Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-125,832	Closed	-$2.94M	–	123
2025 Q1	$2.94M	Buy	125,832 +1,843	+1%	+$43K	2.49%	9
2024 Q4	$2.89M	Buy	123,989 +2,010	+2%	+$46.9K	2.29%	11
2024 Q3	$2.86M	Buy	121,979 +2,274	+2%	+$53K	2.35%	9
2024 Q2	$2.78M	Sell	119,705 -946	-0.8%	-$21.9K	2.31%	10
2024 Q1	$2.81M	Hold	120,651	–	–	2.66%	6
2023 Q4	$2.81M	Buy	+120,651	New	+$2.79M	2.66%	6

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

1858 Wealth Management's IBTF Position: Q2 2025 in Review

1858 Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 125,832 shares — an estimated $2.94M sold.

1858 Wealth Management first reported a position in IBTF in Q4 2023 and held it in 6 quarters. The position peaked at $2.94M in Q1 2025. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

1858 Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 125,832 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $2.94M.
1858 Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
1858 Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.94M in Q1 2025.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.