DWM
IBTF

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

Drive 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
-106,629
Closed -$2.49M – 398
2025
Q3 		$2.49M Sell
106,629
-1,024
-1% -$23.9K 0.53% 38
2025
Q2 		$2.51M Sell
107,653
-1,923
-2% -$44.9K 0.55% 38
2025
Q1 		$2.56M Buy
+109,576
New +$2.56M 0.6% 32

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