DWT
IBTF

Dorsey & Whitney Trust’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Dorsey & Whitney Trust’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
-13,886
Closed -$324K – 712
2025
Q3 		$324K Hold
13,886
– – 0.02% 521
2025
Q2 		$324K Hold
13,886
– – 0.02% 519
2025
Q1 		$325K Sell
13,886
-29,052
-68% -$678K 0.02% 499
2024
Q4 		$1M Hold
42,938
– – 0.06% 265
2024
Q3 		$1.01M Buy
+42,938
New +$1M 0.05% 261

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