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ERTS Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

ERTS Wealth Advisors’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
Q2 		– Sell
-21,519
Closed -$503K – 52
2025
Q1 		$503K Sell
21,519
-1,290
-6% -$30.1K 0.1% 48
2024
Q4 		$532K Buy
+22,809
New +$532K 0.1% 50

Other funds holding IBTF

HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

ERTS Wealth Advisors's IBTF Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 21,519 shares — an estimated $503K sold.

ERTS Wealth Advisors first reported a position in IBTF in Q4 2024 and held it in 2 quarters. The position peaked at $532K in Q4 2024. 308 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 21,519 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $503K.
  • ERTS Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • ERTS Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $532K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.