AFG
IBTF

Atomi Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Atomi Financial 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
Q4 		– Sell
-97,157
Closed -$2.27M – 1245
2025
Q3 		$2.27M Sell
97,157
-9,537
-9% -$223K 0.07% 184
2025
Q2 		$2.49M Buy
106,694
+30,906
+41% +$721K 0.09% 157
2025
Q1 		$1.77M Buy
75,788
+4,454
+6% +$104K 0.08% 191
2024
Q4 		$1.66M Buy
+71,334
New +$1.66M 0.08% 172

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