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

Modera 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	-27,447	Closed	-$641K	–	652
2025 Q3	$641K	Buy	27,447 +6,440	+31%	+$150K	0.01%	414
2025 Q2	$491K	Hold	21,007	–	–	0.01%	453
2025 Q1	$491K	Buy	21,007 +12,406	+144%	+$290K	0.01%	442
2024 Q4	$201K	Buy	+8,601	New	+$201K	﹤0.01%	603

Other funds holding IBTF

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

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

Modera Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 27,447 shares — an estimated $641K sold.

Modera Wealth Management first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $641K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Modera Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Modera Wealth Management sold 27,447 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $641K.
Modera Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Modera Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $641K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.