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

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

Liberty Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,418 shares — an estimated $267K sold.

Liberty Wealth Management first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $267K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Liberty Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 11,418 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $267K.
  • Liberty Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Liberty Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $267K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.