Sovereign Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Sovereign Financial 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 Q3	–	Sell	-27,884	Closed	-$651K	–	337
2025 Q2	$651K	Buy	+27,884	New	+$651K	0.13%	135

Other funds holding IBTF

HPC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Sovereign Financial Group's IBTF Position: Q3 2025 in Review

Sovereign Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 27,884 shares — an estimated $651K sold.

Sovereign Financial Group first reported a position in IBTF in Q2 2025 and held it in 1 quarter. The position peaked at $651K in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

Sovereign Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Sovereign Financial Group sold 27,884 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $651K.
Sovereign Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
Sovereign Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $651K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.