LWM
IBTF

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

Liberty 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
-11,418
Closed -$267K – 253
2025
Q3 		$267K Buy
11,418
+121
+1% +$2.82K 0.04% 195
2025
Q2 		$264K Buy
+11,297
New +$264K 0.04% 183

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