IWC
IBTF

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

Integrated Wealth Concepts’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
-1,114,964
Closed -$26.1M – 1826
2025
Q3 		$26.1M Sell
1,114,964
-34,194
-3% -$798K 0.23% 93
2025
Q2 		$26.8M Sell
1,149,158
-14,560
-1% -$340K 0.27% 80
2025
Q1 		$27.2M Sell
1,163,718
-88,088
-7% -$2.06M 0.32% 67
2024
Q4 		$29.2M Buy
1,251,806
+148,315
+13% +$3.46M 0.34% 59
2024
Q3 		$25.8M Buy
1,103,491
+162,604
+17% +$3.79M 0.32% 69
2024
Q2 		$21.8M Buy
940,887
+125,640
+15% +$2.91M 0.3% 73
2024
Q1 		$18.9M Buy
815,247
+237,776
+41% +$5.53M 0.27% 85
2023
Q4 		$13.4M Buy
577,471
+150,681
+35% +$3.48M 0.22% 107
2023
Q3 		$9.85M Buy
426,790
+61,937
+17% +$1.43M 0.17% 138
2023
Q2 		$8.44M Buy
364,853
+40,940
+13% +$957K 0.14% 155
2023
Q1 		$7.62M Buy
323,913
+59,560
+23% +$1.39M 0.16% 141
2022
Q4 		$6.15M Buy
+264,353
New +$6.15M 0.17% 130

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Integrated Wealth Concepts's IBTF Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 1,114,964 shares — an estimated $26.1M sold.

Integrated Wealth Concepts first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $29.2M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,114,964 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $26.1M.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Integrated Wealth Concepts's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $29.2M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.