SWA
IBTF

Sutton Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$43.4K Sell
1,880
-194
-9% -$4.48K 0.02% 243
2023
Q2 		$48K Buy
+2,074
New +$48.5K 0.02% 229

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sutton Wealth Advisors's IBTF Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 9.4% in Q3 2023, selling an estimated $4.48K and leaving 1,880 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #243.

Sutton Wealth Advisors first reported a position in IBTF in Q2 2023 and has held it in 2 quarters since. The position peaked at $48K in Q2 2023. 179 funds tracked by Wall St. Rank hold IBTF as of Q3 2023.

  • Sutton Wealth Advisors held 1,880 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $43.4K as of Q3 2023.
  • Sutton Wealth Advisors sold 194 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2023, an estimated $4.48K.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #243 holding.
  • Sutton Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $48K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.