T
IBTF

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

TCWP’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
Q1 		– Sell
-165,606
Closed -$3.86M – 264
2022
Q4 		$3.86M Buy
165,606
+154,522
+1,394% +$3.6M 0.78% 38
2022
Q3 		$258K Buy
+11,084
New +$263K 0.05% 226

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

TCWP's IBTF Position: Q1 2023 in Review

TCWP sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2023, closing a stake of 165,606 shares — an estimated $3.86M sold.

TCWP first reported a position in IBTF in Q3 2022 and held it in 2 quarters. The position peaked at $3.86M in Q4 2022. 144 funds tracked by Wall St. Rank hold IBTF as of Q1 2023.

  • TCWP reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • TCWP sold 165,606 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2023, an estimated $3.86M.
  • TCWP first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 2 quarters.
  • TCWP's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.86M in Q4 2022.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.