MWM
IBTF

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

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