AWM
IBTF

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

AE 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
Q4 		– Sell
-7,479
Closed -$175K – 2506
2025
Q3 		$175K Buy
7,479
+332
+5% +$7.75K ﹤0.01% 1434
2025
Q2 		$167K Sell
7,147
-3
-0% -$70 ﹤0.01% 1356
2025
Q1 		$167K Sell
7,150
-1
-0% -$23 ﹤0.01% 1324
2024
Q4 		$167K Sell
7,151
-2,059
-22% -$48K ﹤0.01% 1314
2024
Q3 		$216K Sell
9,210
-3,428
-27% -$79.9K ﹤0.01% 1150
2024
Q2 		$293K Buy
+12,638
New +$293K ﹤0.01% 1039
2024
Q1 		– Sell
-95,281
Closed -$2.22M – 1542
2023
Q4 		$2.22M Buy
95,281
+68,829
+260% +$1.59M 0.01% 869
2023
Q3 		$611K Buy
26,452
+15,707
+146% +$363K ﹤0.01% 1285
2023
Q2 		$249K Sell
10,745
-137
-1% -$3.2K ﹤0.01% 1674
2023
Q1 		$256K Buy
+10,882
New +$254K ﹤0.01% 1625

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

AE Wealth Management's IBTF Position: Q4 2025 in Review

AE Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 7,479 shares — an estimated $175K sold.

AE Wealth Management first reported a position in IBTF in Q1 2023 and held it in 10 quarters. The position peaked at $2.22M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 7,479 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $175K.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 10 quarters.
  • AE Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.22M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.