KWM
IBTF

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

KFG 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
-31,632
Closed -$739K – 221
2025
Q3 		$739K Buy
31,632
+7,833
+33% +$183K 0.11% 96
2025
Q2 		$556K Sell
23,799
-589
-2% -$13.7K 0.09% 121
2025
Q1 		$570K Buy
24,388
+2,310
+10% +$53.9K 0.1% 110
2024
Q4 		$515K Buy
22,078
+8,570
+63% +$200K 0.1% 110
2024
Q3 		$316K Buy
+13,508
New +$315K 0.07% 137

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