PWS
IBTF

Precision Wealth Strategies’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-9,712
Closed -$227K – 185
2025
Q2 		$227K Buy
+9,712
New +$227K 0.07% 161

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Precision Wealth Strategies's IBTF Position: Q3 2025 in Review

Precision Wealth Strategies sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 9,712 shares — an estimated $227K sold.

Precision Wealth Strategies first reported a position in IBTF in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

  • Precision Wealth Strategies reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 9,712 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $227K.
  • Precision Wealth Strategies first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $227K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.