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

Modern 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
-40,116
Closed -$937K – 870
2025
Q3 		$937K Buy
40,116
+29,058
+263% +$678K 0.02% 402
2025
Q2 		$258K Buy
+11,058
New +$258K 0.01% 653

Other funds holding IBTF

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

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

Modern Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 40,116 shares — an estimated $937K sold.

Modern Wealth Management first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $937K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Modern Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 40,116 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $937K.
  • Modern Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Modern Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $937K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.