Aventura Private Wealth, LLC IBTF β€” ISHARES IBONDS DEC 2025 TERM TREASURY ETF

Ownership history in Aventura Private Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

Aventura Private Wealth, LLC reported ISHARES IBONDS DEC 2025 TERM TREASURY ETF (IBTF) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows IBTF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aventura Private Wealth, LLC's position in ISHARES IBONDS DEC 2025 TERM TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBTF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aventura Private Wealth, LLC held IBTF β€” position size vs. price
% of Fund (quarterly)    IBTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 5 β€” β€” 0.00% $117 2026-01-07 $23.30

FAQ About Aventura Private Wealth, LLC and IBTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aventura Private Wealth, LLC reported owning IBTF?

Aventura Private Wealth, LLC reported IBTF across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported IBTF position in Aventura Private Wealth, LLC's portfolio?

The largest reported portfolio weight for IBTF was 0.00% in 2025 Q4.

What is the latest reported IBTF position on this page?

The most recent filing on this page is 2025 Q4, when Aventura Private Wealth, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $117.

What does the chart on this IBTF ownership page compare?

The chart compares Aventura Private Wealth, LLC's quarterly IBTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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