LWA
IBTF

Lowe Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Lowe Wealth Advisors’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
Q1 		– Sell
-130
Closed -$3.03K – 377
2024
Q4 		$3.03K Sell
130
-97
-43% -$2.26K ﹤0.01% 309
2024
Q3 		$5.32K Sell
227
-4,202
-95% -$97.9K ﹤0.01% 254
2024
Q2 		$103K Buy
+4,429
New +$103K 0.05% 72

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lowe Wealth Advisors's IBTF Position: Q1 2025 in Review

Lowe Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 130 shares — an estimated $3.03K sold.

Lowe Wealth Advisors first reported a position in IBTF in Q2 2024 and held it in 3 quarters. The position peaked at $103K in Q2 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

  • Lowe Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 130 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $3.03K.
  • Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Lowe Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $103K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.