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

Apollon 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 Q1	–	Sell	-13,163	Closed	-$307K	–	1239
2024 Q4	$307K	Sell	13,163 -7,827	-37%	-$183K	0.01%	931
2024 Q3	$492K	Buy	20,990 +8,706	+71%	+$203K	0.01%	731
2024 Q2	$285K	Buy	12,284 +133	+1%	+$3.08K	0.01%	882
2024 Q1	$282K	Buy	12,151 +83	+0.7%	+$1.93K	0.01%	889
2023 Q4	$281K	Buy	+12,068	New	+$279K	0.01%	862

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

Apollon Wealth Management's IBTF Position: Q1 2025 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 13,163 shares — an estimated $307K sold.

Apollon Wealth Management first reported a position in IBTF in Q4 2023 and held it in 5 quarters. The position peaked at $492K in Q3 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Apollon Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Apollon Wealth Management sold 13,163 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $307K.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Apollon Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $492K in Q3 2024.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.