SVWAG
IBTF

Sound View Wealth Advisors Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Sound View Wealth Advisors 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
-191,032
Closed -$4.46M – 430
2025
Q3 		$4.46M Sell
191,032
-46,798
-20% -$1.09M 0.31% 76
2025
Q2 		$5.56M Sell
237,830
-210,142
-47% -$4.9M 0.41% 58
2025
Q1 		$10.5M Buy
447,972
+151,114
+51% +$3.53M 0.86% 30
2024
Q4 		$6.92M Buy
296,858
+269,156
+972% +$6.28M 0.56% 47
2024
Q3 		$649K Hold
27,702
– – 0.05% 229
2024
Q2 		$643K Hold
27,702
– – 0.07% 211
2024
Q1 		$644K Hold
27,702
– – 0.07% 214
2023
Q4 		$645K Hold
27,702
– – 0.07% 211
2023
Q3 		$639K Hold
27,702
– – 0.08% 191
2023
Q2 		$641K Hold
27,702
– – 0.08% 192
2023
Q1 		$652K Hold
27,702
– – 0.09% 188
2022
Q4 		$645K Buy
+27,702
New +$645K 0.07% 211

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

Sound View Wealth Advisors Group's IBTF Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 191,032 shares — an estimated $4.46M sold.

Sound View Wealth Advisors Group first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $10.5M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 191,032 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $4.46M.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Sound View Wealth Advisors Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $10.5M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.