JWM
IBTF

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

Jupiter 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
Q4 		– Sell
-14,300
Closed -$334K – 92
2025
Q3 		$334K Hold
14,300
– – 0.16% 72
2025
Q2 		$334K Buy
+14,300
New +$334K 0.17% 70

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

Jupiter Wealth Management's IBTF Position: Q4 2025 in Review

Jupiter Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 14,300 shares — an estimated $334K sold.

Jupiter Wealth Management first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $334K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Jupiter Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 14,300 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $334K.
  • Jupiter Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Jupiter Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $334K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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