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

Shelton 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 Q1	–	Sell	-278,713	Closed	-$6.5M	–	144
2024 Q4	$6.5M	Buy	278,713 +66,148	+31%	+$1.54M	3.36%	4
2024 Q3	$4.98M	Buy	212,565 +34,120	+19%	+$795K	2.7%	11
2024 Q2	$4.14M	Buy	178,445 +55,220	+45%	+$1.28M	2.35%	9
2024 Q1	$2.86M	Buy	123,225 +40,298	+49%	+$937K	1.8%	13
2023 Q4	$1.93M	Buy	+82,927	New	+$1.92M	1.37%	21

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shelton Wealth Management's IBTF Position: Q1 2025 in Review

Shelton Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 278,713 shares — an estimated $6.5M sold.

Shelton Wealth Management first reported a position in IBTF in Q4 2023 and held it in 5 quarters. The position peaked at $6.5M in Q4 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Shelton Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Shelton Wealth Management sold 278,713 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $6.5M.
Shelton Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Shelton Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $6.5M in Q4 2024.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Shelton Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.