AWM
IBTF

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

Alterna 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
-8,865
Closed -$207K – 109
2025
Q3 		$207K Hold
8,865
– – 0.17% 92
2025
Q2 		$207K Hold
8,865
– – 0.17% 100
2025
Q1 		$207K Hold
8,865
– – 0.16% 103
2024
Q4 		$207K Buy
+8,865
New +$207K 0.17% 97

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return