LA
IBTF

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

LVW 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
2023
Q4 		– Sell
-12,075
Closed -$279K – 261
2023
Q3 		$279K Hold
12,075
– – 0.06% 179
2023
Q2 		$279K Hold
12,075
– – 0.05% 174
2023
Q1 		$284K Buy
12,075
+275
+2% +$6.43K 0.06% 193
2022
Q4 		$275K Hold
11,800
– – 0.06% 194
2022
Q3 		$275K Hold
11,800
– – 0.06% 184
2022
Q2 		$283K Buy
+11,800
New +$283K 0.06% 190

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVW Advisors's IBTF Position: Q4 2023 in Review

LVW Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2023, closing a stake of 12,075 shares — an estimated $279K sold.

LVW Advisors first reported a position in IBTF in Q2 2022 and held it in 6 quarters. The position peaked at $284K in Q1 2023. 224 funds tracked by Wall St. Rank hold IBTF as of Q4 2023.

  • LVW Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • LVW Advisors sold 12,075 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2023, an estimated $279K.
  • LVW Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • LVW Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $284K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2023.

Based on LVW Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.