HNW
IBTF

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

High Note 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
-103,677
Closed -$2.42M – 945
2025
Q3 		$2.42M Buy
103,677
+10,892
+12% +$254K 0.49% 46
2025
Q2 		$2.17M Buy
+92,785
New +$2.16M 0.5% 45

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