CWM
IBTF

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

Connecticut 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
-1,317,353
Closed -$30.8M – 324
2025
Q3 		$30.8M Buy
1,317,353
+136,887
+12% +$3.19M 1.37% 17
2025
Q2 		$27.6M Buy
1,180,466
+178,565
+18% +$4.17M 1.31% 18
2025
Q1 		$23.4M Buy
1,001,901
+141,687
+16% +$3.31M 1.23% 19
2024
Q4 		$20.1M Buy
860,214
+137,360
+19% +$3.2M 0.99% 21
2024
Q3 		$16.9M Buy
722,854
+86,488
+14% +$2.02M 0.82% 26
2024
Q2 		$14.8M Buy
636,366
+211,501
+50% +$4.9M 0.76% 26
2024
Q1 		$9.87M Buy
424,865
+364,528
+604% +$8.47M 0.53% 33
2023
Q4 		$1.4M Buy
60,337
+49,695
+467% +$1.15M 0.08% 114
2023
Q3 		$246K Buy
+10,642
New +$246K 0.02% 256

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

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

Connecticut Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 1,317,353 shares — an estimated $30.8M sold.

Connecticut Wealth Management first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $30.8M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Connecticut Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 1,317,353 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $30.8M.
  • Connecticut Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Connecticut Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $30.8M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Connecticut Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.