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

AllSquare 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 Q3	$234K	Hold	10,004	–	–	0.12%	100
2025 Q2	$234K	Hold	10,004	–	–	0.13%	98
2025 Q1	$234K	Sell	10,004 -750	-7%	-$17.5K	0.14%	93
2024 Q4	$251K	Hold	10,754	–	–	0.14%	89
2024 Q3	$252K	Hold	10,754	–	–	0.14%	94
2024 Q2	$250K	Hold	10,754	–	–	0.15%	89
2024 Q1	$250K	Buy	10,754 +862	+9%	+$20K	0.15%	92
2023 Q4	$230K	Buy	9,892 +1,767	+22%	+$40.9K	0.14%	93
2023 Q3	$188K	Buy	8,125 +7,060	+663%	+$163K	0.12%	100
2023 Q2	$24.8K	Buy	+1,065	New	+$24.9K	0.02%	280

Other funds holding IBTF

HPC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AllSquare Wealth Management's IBTF Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q3 2025 at 10,004 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #100.

AllSquare Wealth Management first reported a position in IBTF in Q2 2023 and has held it in 10 quarters since. The position peaked at $252K in Q3 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

AllSquare Wealth Management held 10,004 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $234K as of Q3 2025.
AllSquare Wealth Management left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.12% of AllSquare Wealth Management's portfolio in Q3 2025, its #100 holding.
AllSquare Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and has held it in 10 quarters since.
AllSquare Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $252K in Q3 2024.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.