WA
IBTF

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

Waverly 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
2025
Q2 		– Sell
-8,622
Closed -$201K – 1201
2025
Q1 		$201K Sell
8,622
-48
-0.6% -$1.12K ﹤0.01% 1050
2024
Q4 		$202K Buy
8,670
+8
+0.1% +$187 ﹤0.01% 931
2024
Q3 		$203K Sell
8,662
-194
-2% -$4.52K ﹤0.01% 775
2024
Q2 		$206K Buy
+8,856
New +$205K ﹤0.01% 762

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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Waverly Advisors's IBTF Position: Q2 2025 in Review

Waverly Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 8,622 shares — an estimated $201K sold.

Waverly Advisors first reported a position in IBTF in Q2 2024 and held it in 4 quarters. The position peaked at $206K in Q2 2024. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Waverly Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Waverly Advisors sold 8,622 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $201K.
  • Waverly Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 4 quarters.
  • Waverly Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $206K in Q2 2024.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.