APA
IBTF

American Portfolios Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$459K Hold
19,704
– – 0.02% 680
2022
Q2 		$473K Hold
19,704
– – 0.02% 681
2022
Q1 		$478K Buy
19,704
+157
+0.8% +$3.9K 0.02% 756
2021
Q4 		$495K Buy
+19,547
New +$497K 0.02% 747

Other funds holding IBTF

SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

American Portfolios Advisors's IBTF Position: Q3 2022 in Review

American Portfolios Advisors held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q3 2022 at 19,704 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #680.

American Portfolios Advisors first reported a position in IBTF in Q4 2021 and has held it in 4 quarters since. The position peaked at $495K in Q4 2021. 64 funds tracked by Wall St. Rank hold IBTF as of Q3 2022.

  • American Portfolios Advisors held 19,704 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $459K as of Q3 2022.
  • American Portfolios Advisors left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q3 2022.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #680 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $495K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.