AWM
IBTF

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

Axxcess 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
Q4 		– Sell
-8,580
Closed -$200K – 1071
2025
Q3 		$200K Hold
8,580
– – ﹤0.01% 893
2025
Q2 		$200K Buy
+8,580
New +$200K ﹤0.01% 848

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

Axxcess Wealth Management's IBTF Position: Q4 2025 in Review

Axxcess Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 8,580 shares — an estimated $200K sold.

Axxcess Wealth Management first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $200K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Axxcess Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,580 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $200K.
  • Axxcess Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $200K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.