APW
IBTF

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

Aventura 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
-5
Closed -$117 – 883
2025
Q3 		$117 Hold
5
– – ﹤0.01% 787
2025
Q2 		$117 Hold
5
– – ﹤0.01% 765
2025
Q1 		$117 Hold
5
– – ﹤0.01% 765
2024
Q4 		$117 Buy
+5
New +$117 ﹤0.01% 740

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Aventura Private Wealth's IBTF Position: Q4 2025 in Review

Aventura Private Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 5 shares — an estimated $117 sold.

Aventura Private Wealth first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $117 in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Aventura Private Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 5 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $117.
  • Aventura Private Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $117 in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.