SFS
IBTF

Sowell Financial Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Sowell Financial Services’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
-9,200
Closed -$215K – 1101
2025
Q2 		$215K Buy
+9,200
New +$215K 0.01% 929

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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
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

Sowell Financial Services's IBTF Position: Q3 2025 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 9,200 shares — an estimated $215K sold.

Sowell Financial Services first reported a position in IBTF in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 9,200 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $215K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Sowell Financial Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $215K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

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