EWM
IBTF

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

Endowment 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
-60,285
Closed -$1.41M – 158
2025
Q3 		$1.41M Buy
60,285
+13,384
+29% +$312K 0.64% 44
2025
Q2 		$1.1M Buy
46,901
+5,072
+12% +$118K 0.56% 48
2025
Q1 		$978K Buy
41,829
+8,972
+27% +$209K 0.63% 45
2024
Q4 		$766K Buy
+32,857
New +$766K 0.51% 49

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