Altus Wealth Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-79,469	Closed	-$1.85M	–	141
2024 Q4	$1.85M	Sell	79,469 -4,362	-5%	-$102K	0.82%	32
2024 Q3	$1.96M	Sell	83,831 -15,736	-16%	-$367K	0.84%	31
2024 Q2	$2.31M	Sell	99,567 -31,201	-24%	-$723K	1.16%	23
2024 Q1	$3.04M	Sell	130,768 -9,339	-7%	-$217K	1.52%	15
2023 Q4	$3.26M	Buy	140,107 +4,524	+3%	+$105K	1.81%	13
2023 Q3	$3.13M	Sell	135,583 -3,113	-2%	-$71.9K	1.99%	13
2023 Q2	$3.21M	Buy	138,696 +2,102	+2%	+$49.1K	1.97%	13
2023 Q1	$3.21M	Buy	+136,594	New	+$3.19M	2.16%	13

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

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

HBT

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

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

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

Altus Wealth Group's IBTF Position: Q1 2025 in Review

Altus Wealth Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 79,469 shares — an estimated $1.85M sold.

Altus Wealth Group first reported a position in IBTF in Q1 2023 and held it in 8 quarters. The position peaked at $3.26M in Q4 2023. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Altus Wealth Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Altus Wealth Group sold 79,469 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $1.85M.
Altus Wealth Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Altus Wealth Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.26M in Q4 2023.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.