SL
IBTF

SWMG LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

SWMG LLC’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
Q2 		– Sell
-46,045
Closed -$1.08M – 97
2023
Q1 		$1.08M Buy
+46,045
New +$1.08M 0.6% 29

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
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SWMG LLC's IBTF Position: Q2 2023 in Review

SWMG LLC sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2023, closing a stake of 46,045 shares — an estimated $1.08M sold.

SWMG LLC first reported a position in IBTF in Q1 2023 and held it in 1 quarter. The position peaked at $1.08M in Q1 2023. 162 funds tracked by Wall St. Rank hold IBTF as of Q2 2023.

  • SWMG LLC reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • SWMG LLC sold 46,045 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2023, an estimated $1.08M.
  • SWMG LLC first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • SWMG LLC's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.08M in Q1 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2023.

Based on SWMG LLC's 13F filing for Q2 2023, filed 14 Aug 2023.