RWM
IBTF

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

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