CWM
IBTF

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

CarsonAllaria 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
2024
Q4 		– Sell
-1,205
Closed -$28.2K – 372
2024
Q3 		$28.2K Buy
+1,205
New +$28.1K 0.02% 175

Other funds holding IBTF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's IBTF Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2024, closing a stake of 1,205 shares — an estimated $28.2K sold.

CarsonAllaria Wealth Management first reported a position in IBTF in Q3 2024 and held it in 1 quarter. The position peaked at $28.2K in Q3 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,205 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2024, an estimated $28.2K.
  • CarsonAllaria Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $28.2K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.