Wolf Group Capital Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Wolf Group Capital 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 Q1	$2.11M	Buy	+90,402	New	+$2.11M	0.71%	43

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wolf Group Capital Advisors's IBTF Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025: 90,402 shares worth $2.11M. The stake represents 0.71% of the portfolio and ranks #43 among its holdings.

298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Wolf Group Capital Advisors held 90,402 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $2.11M as of Q1 2025.
iShares iBonds Dec 2025 Term Treasury ETF was a new Wolf Group Capital Advisors position in Q1 2025.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.71% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #43 holding.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.