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

FullCircle 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 Q3	$1.73M	Hold	74,435	–	–	0.61%	43
2025 Q2	$1.73M	Sell	74,435 -1,206	-2%	-$28.1K	0.65%	43
2025 Q1	$1.77M	Buy	75,641 +16,839	+29%	+$393K	0.73%	37
2024 Q4	$1.37M	Sell	58,802 -1,879	-3%	-$43.8K	0.56%	54
2024 Q3	$1.42M	Buy	60,681 +6,153	+11%	+$143K	0.64%	47
2024 Q2	$1.27M	Buy	+54,528	New	+$1.26M	0.62%	48

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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

FullCircle Wealth's IBTF Position: Q3 2025 in Review

FullCircle Wealth held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q3 2025 at 74,435 shares worth $1.73M. The position accounts for 0.61% of the portfolio, ranked #43.

FullCircle Wealth first reported a position in IBTF in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q1 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

FullCircle Wealth held 74,435 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $1.73M as of Q3 2025.
FullCircle Wealth left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.61% of FullCircle Wealth's portfolio in Q3 2025, its #43 holding.
FullCircle Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.77M in Q1 2025.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.