FPW
IBTF

Flagship Private Wealth’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Flagship Private Wealth’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
-11,029
Closed -$258K – 116
2025
Q3 		$258K Buy
11,029
+112
+1% +$2.61K 0.1% 95
2025
Q2 		$255K Buy
10,917
+176
+2% +$4.11K 0.11% 90
2025
Q1 		$251K Buy
+10,741
New +$251K 0.12% 89

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