SWM
IBTF

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

Spire Wealth Management’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
-2,072
Closed -$48.4K – 2398
2025
Q3 		$48.4K Buy
2,072
+647
+45% +$15.1K ﹤0.01% 1250
2025
Q2 		$33.3K Hold
1,425
– – ﹤0.01% 1345
2025
Q1 		$33.3K Hold
1,425
– – ﹤0.01% 1428
2024
Q4 		$33.2K Hold
1,425
– – ﹤0.01% 1439
2024
Q3 		$33.4K Sell
1,425
-3,228
-69% -$75.2K ﹤0.01% 1268
2024
Q2 		$108K Hold
4,653
– – ﹤0.01% 876
2024
Q1 		$108K Buy
4,653
+3,228
+227% +$75K ﹤0.01% 975
2023
Q4 		$33.2K Hold
1,425
– – ﹤0.01% 1342
2023
Q3 		$32.9K Hold
1,425
– – ﹤0.01% 1326
2023
Q2 		$33K Hold
1,425
– – ﹤0.01% 1375
2023
Q1 		$33.5K Hold
1,425
– – ﹤0.01% 1385
2022
Q4 		$33K Buy
+1,425
New +$33.2K ﹤0.01% 1153

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

Spire Wealth Management's IBTF Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 2,072 shares — an estimated $48.4K sold.

Spire Wealth Management first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $108K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Spire Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,072 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $48.4K.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Spire Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $108K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.