SAM
IBTF

Synergy Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Synergy Asset 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
Q1 		– Sell
-713
Closed -$16.7K – 414
2024
Q4 		$16.7K Buy
+713
New +$16.6K ﹤0.01% 391

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synergy Asset Management's IBTF Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 713 shares — an estimated $16.7K sold.

Synergy Asset Management first reported a position in IBTF in Q4 2024 and held it in 1 quarter. The position peaked at $16.7K in Q4 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 713 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $16.7K.
  • Synergy Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $16.7K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.