IAA
IBTF

Independent Advisor Alliance’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-72,293
Closed -$1.69M – 1063
2024
Q4 		$1.69M Buy
+72,293
New +$1.69M 0.02% 563

Other funds holding IBTF

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
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
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's IBTF Position: Q1 2025 in Review

Independent Advisor Alliance sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 72,293 shares — an estimated $1.69M sold.

Independent Advisor Alliance first reported a position in IBTF in Q4 2024 and held it in 1 quarter. The position peaked at $1.69M in Q4 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

  • Independent Advisor Alliance reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 72,293 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $1.69M.
  • Independent Advisor Alliance first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.69M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.