LIG
IBTF

Lokken Investment Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Lokken Investment Group’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
Q3 		$208K Hold
8,899
– – 0.07% 144
2025
Q2 		$208K Buy
+8,899
New +$208K 0.08% 132

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Lokken Investment Group's IBTF Position: Q3 2025 in Review

Lokken Investment Group held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q3 2025 at 8,899 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #144.

Lokken Investment Group first reported a position in IBTF in Q2 2025 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

  • Lokken Investment Group held 8,899 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $208K as of Q3 2025.
  • Lokken Investment Group left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.07% of Lokken Investment Group's portfolio in Q3 2025, its #144 holding.
  • Lokken Investment Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.