SWMG
IBTF

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

Signature Wealth Management Group’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
-21,359
Closed -$499K – 114
2025
Q3 		$499K Sell
21,359
-5,629
-21% -$131K 0.19% 83
2025
Q2 		$630K Sell
26,988
-90
-0.3% -$2.1K 0.25% 78
2025
Q1 		$633K Buy
27,078
+4,412
+19% +$103K 0.25% 82
2024
Q4 		$529K Buy
22,666
+2,707
+14% +$63.1K 0.21% 84
2024
Q3 		$467K Sell
19,959
-131
-0.7% -$3.05K 0.19% 83
2024
Q2 		$466K Buy
20,090
+229
+1% +$5.3K 0.2% 82
2024
Q1 		$460K Buy
19,861
+3,769
+23% +$87.6K 0.21% 83
2023
Q4 		$375K Buy
+16,092
New +$372K 0.17% 84

Other funds holding IBTF

IA
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

Signature Wealth Management Group's IBTF Position: Q4 2025 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 21,359 shares — an estimated $499K sold.

Signature Wealth Management Group first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $633K in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 21,359 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $499K.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $633K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.