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

WealthSource Partners’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 Q4	$2.41M	Buy	103,636 +87,525	+543%	+$2.02M	0.16%	106
2023 Q3	$372K	Sell	16,111 -250	-2%	-$5.77K	0.03%	373
2023 Q2	$378K	Sell	16,361 -2,450	-13%	-$57.3K	0.02%	369
2023 Q1	$443K	Hold	18,811	–	–	0.03%	331
2022 Q4	$438K	Sell	18,811 -1,475	-7%	-$34.3K	0.03%	327
2022 Q3	$472K	Buy	+20,286	New	+$482K	0.03%	311

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthSource Partners's IBTF Position: Q4 2023 in Review

WealthSource Partners increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 543% in Q4 2023, buying an estimated $2.02M and bringing the position to 103,636 shares worth $2.41M. The position accounts for 0.16% of the portfolio, ranked #106.

WealthSource Partners first reported a position in IBTF in Q3 2022 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold IBTF as of Q4 2023.

WealthSource Partners held 103,636 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $2.41M as of Q4 2023.
WealthSource Partners bought 87,525 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2023, an estimated $2.02M.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.16% of WealthSource Partners's portfolio in Q4 2023, its #106 holding.
WealthSource Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.