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

Congress 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 Q2	$3.7M	Buy	+158,521	New	+$3.7M	0.04%	440

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Congress Wealth Management's IBTF Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025: 158,521 shares worth $3.7M. The stake represents 0.04% of the portfolio and ranks #440 among its holdings.

308 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

Congress Wealth Management held 158,521 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $3.7M as of Q2 2025.
iShares iBonds Dec 2025 Term Treasury ETF was a new Congress Wealth Management position in Q2 2025.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #440 holding.
308 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.