TA
IBTF

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

TKG 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 		– Sell
-9,437
Closed -$218K – 102
2023
Q2 		$218K Buy
9,437
+233
+3% +$5.45K 0.14% 92
2023
Q1 		$217K Buy
+9,204
New +$215K 0.14% 85

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

TKG Advisors's IBTF Position: Q3 2023 in Review

TKG Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2023, closing a stake of 9,437 shares — an estimated $218K sold.

TKG Advisors first reported a position in IBTF in Q1 2023 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 179 funds tracked by Wall St. Rank hold IBTF as of Q3 2023.

  • TKG Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • TKG Advisors sold 9,437 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2023, an estimated $218K.
  • TKG Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • TKG Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $218K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2023.

Based on TKG Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.