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Better Money Decisions’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Better Money Decisions’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
Q1 		– Sell
-8,630
Closed -$201K – 66
2022
Q4 		$201K Buy
+8,630
New +$201K 0.17% 68

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Better Money Decisions's IBTF Position: Q1 2023 in Review

Better Money Decisions sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2023, closing a stake of 8,630 shares — an estimated $201K sold.

Better Money Decisions first reported a position in IBTF in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 144 funds tracked by Wall St. Rank hold IBTF as of Q1 2023.

  • Better Money Decisions reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Better Money Decisions sold 8,630 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2023, an estimated $201K.
  • Better Money Decisions first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Better Money Decisions's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $201K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.