FWM
IBTF

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

Focused 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
Q3 		– Sell
-33,605
Closed -$785K – 221
2025
Q2 		$785K Buy
33,605
+218
+0.7% +$5.09K 0.1% 80
2025
Q1 		$780K Buy
33,387
+634
+2% +$14.8K 0.11% 66
2024
Q4 		$764K Buy
32,753
+142
+0.4% +$3.31K 0.1% 64
2024
Q3 		$764K Buy
32,611
+565
+2% +$13.2K 0.1% 79
2024
Q2 		$744K Buy
32,046
+430
+1% +$9.96K 0.11% 73
2024
Q1 		$734K Buy
31,616
+305
+1% +$7.09K 0.11% 74
2023
Q4 		$729K Buy
31,311
+9,011
+40% +$208K 0.12% 68
2023
Q3 		$515K Sell
22,300
-454
-2% -$10.5K 0.09% 74
2023
Q2 		$526K Sell
22,754
-1,064
-4% -$24.9K 0.09% 76
2023
Q1 		$560K Buy
23,818
+20,238
+565% +$473K 0.11% 75
2022
Q4 		$83.3K Buy
+3,580
New +$83.3K 0.02% 226

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Focused Wealth Management's IBTF Position: Q3 2025 in Review

Focused Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 33,605 shares — an estimated $785K sold.

Focused Wealth Management first reported a position in IBTF in Q4 2022 and held it in 11 quarters. The position peaked at $785K in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

  • Focused Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Focused Wealth Management sold 33,605 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $785K.
  • Focused Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 11 quarters.
  • Focused Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $785K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.