Ownership history in RVW Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which RVW Wealth, LLC reported a position in ISHARES IBONDS 2025 TERM TREASURY ETF (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 22,062 | +204 | +0.9% | 0.04% | $515K | $23.13 |
| 2025 Q2 | ADDED | 21,858 | +236 | +1.1% | 0.04% | $511K | $22.88 |
| 2025 Q1 | ADDED | 21,622 | +148 | +0.7% | 0.05% | $505K | $22.65 |
| 2024 Q4 | REDUCED | 21,474 | -4,725 | -18.0% | 0.05% | $501K | $22.44 |
| 2024 Q3 | INITIATED | 26,199 | — | — | 0.06% | $614K | $22.22 |
As of 2025 Q4 — sorted by position size