CPW
IBTF

Crestmont Private Wealth’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Crestmont Private Wealth’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
-78,434
Closed -$1.83M – 99
2025
Q3 		$1.83M Sell
78,434
-647
-0.8% -$15.1K 0.61% 14
2025
Q2 		$1.85M Buy
79,081
+1,588
+2% +$37K 0.67% 14
2025
Q1 		$1.81M Buy
77,493
+14,620
+23% +$341K 0.78% 12
2024
Q4 		$1.47M Buy
62,873
+36,916
+142% +$861K 0.66% 13
2024
Q3 		$608K Buy
25,957
+7,778
+43% +$181K 0.27% 27
2024
Q2 		$422K Buy
18,179
+2,589
+17% +$60K 0.2% 33
2024
Q1 		$362K Buy
+15,590
New +$362K 0.18% 43

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return