AWA
IBTF

Authentikos Wealth Advisory’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-202
Closed -$4.66K – 274
2023
Q3 		$4.66K Buy
+202
New +$4.66K ﹤0.01% 310

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Authentikos Wealth Advisory's IBTF Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2023, closing a stake of 202 shares — an estimated $4.66K sold.

Authentikos Wealth Advisory first reported a position in IBTF in Q3 2023 and held it in 1 quarter. The position peaked at $4.66K in Q3 2023. 224 funds tracked by Wall St. Rank hold IBTF as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 202 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2023, an estimated $4.66K.
  • Authentikos Wealth Advisory first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $4.66K in Q3 2023.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.