ATPW
IBTF

Ashton Thomas Private Wealth’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Ashton Thomas Private Wealth’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
-132,430
Closed -$3.09M – 1023
2025
Q3 		$3.09M Buy
132,430
+8,506
+7% +$198K 0.08% 247
2025
Q2 		$2.89M Sell
123,924
-12,597
-9% -$294K 0.1% 213
2025
Q1 		$3.19M Sell
136,521
-497,112
-78% -$11.6M 0.12% 194
2024
Q4 		$14.8M Buy
633,633
+130,269
+26% +$3.04M 0.57% 34
2024
Q3 		$11.8M Sell
503,364
-14,621
-3% -$341K 0.62% 33
2024
Q2 		$12M Sell
517,985
-25,930
-5% -$601K 0.66% 32
2024
Q1 		$12.6M Sell
543,915
-550
-0.1% -$12.8K 0.72% 28
2023
Q4 		$12.7M Buy
544,465
+415,235
+321% +$9.6M 0.8% 22
2023
Q3 		$2.98M Buy
+129,230
New +$2.98M 0.22% 132

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Ashton Thomas Private Wealth's IBTF Position: Q4 2025 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 132,430 shares — an estimated $3.09M sold.

Ashton Thomas Private Wealth first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $14.8M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 132,430 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $3.09M.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $14.8M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2025, filed 29 Jan 2026.