MWM
IBTF

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return