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

Riverchase 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	-58,997	Closed	-$1.38M	–	77
2025 Q3	$1.38M	Sell	58,997 -1,006	-2%	-$23.5K	0.78%	23
2025 Q2	$1.4M	Buy	60,003 +4,006	+7%	+$93.5K	0.89%	21
2025 Q1	$1.31M	Buy	55,997 +3,562	+7%	+$83.1K	0.92%	20
2024 Q4	$1.22M	Buy	+52,435	New	+$1.22M	0.91%	23

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

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

Riverchase Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 58,997 shares — an estimated $1.38M sold.

Riverchase Wealth Management first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $1.4M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Riverchase Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Riverchase Wealth Management sold 58,997 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.38M.
Riverchase Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Riverchase Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.4M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Riverchase Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.