FWM
IBTF

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

Fairhaven 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
2024
Q4 		$756K Hold
32,414
– – 0.24% 53
2024
Q3 		$759K Buy
32,414
+3,044
+10% +$70.9K 0.23% 53
2024
Q2 		$682K Buy
29,370
+2,918
+11% +$67.6K 0.23% 54
2024
Q1 		$614K Buy
+26,452
New +$615K 0.21% 53

Other funds holding IBTF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fairhaven Wealth Management's IBTF Position: Q4 2024 in Review

Fairhaven Wealth Management held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q4 2024 at 32,414 shares worth $756K. The position accounts for 0.24% of the portfolio, ranked #53.

Fairhaven Wealth Management first reported a position in IBTF in Q1 2024 and has held it in 4 quarters since. The position peaked at $759K in Q3 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q4 2024.

  • Fairhaven Wealth Management held 32,414 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $756K as of Q4 2024.
  • Fairhaven Wealth Management left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q4 2024.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.24% of Fairhaven Wealth Management's portfolio in Q4 2024, its #53 holding.
  • Fairhaven Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and has held it in 4 quarters since.
  • Fairhaven Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $759K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.