Spectrum Wealth Counsel’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Spectrum Wealth Counsel’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	$114K	Hold	4,882	–	–	0.01%	147
2024 Q4	$114K	Sell	4,882 -49	-1%	-$1.14K	0.01%	143
2024 Q3	$115K	Hold	4,931	–	–	0.01%	143
2024 Q2	$114K	Buy	4,931 +2,060	+72%	+$47.7K	0.01%	153
2024 Q1	$66.7K	Buy	2,871 +13	+0.5%	+$302	0.01%	194
2023 Q4	$66.5K	Buy	+2,858	New	+$66.1K	0.01%	181

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

Spectrum Wealth Counsel's IBTF Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q1 2025 at 4,882 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #147.

Spectrum Wealth Counsel first reported a position in IBTF in Q4 2023 and has held it in 6 quarters since. The position peaked at $115K in Q3 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Spectrum Wealth Counsel held 4,882 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $114K as of Q1 2025.
Spectrum Wealth Counsel left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q1 2025.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #147 holding.
Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $115K in Q3 2024.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.