49 Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

49 Wealth Management’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 Q4	–	Sell	-8,722	Closed	-$204K	–	209
2025 Q3	$204K	Sell	8,722 -225,507	-96%	-$5.26M	0.02%	184
2025 Q2	$5.47M	Sell	234,229 -70,639	-23%	-$1.65M	0.58%	25
2025 Q1	$7.12M	Sell	304,868 -8,137	-3%	-$190K	0.86%	23
2024 Q4	$7.3M	Buy	313,005 +101,017	+48%	+$2.36M	1.04%	23
2024 Q3	$4.96M	Buy	+211,988	New	+$4.94M	0.81%	22

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

49 Wealth Management's IBTF Position: Q4 2025 in Review

49 Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 8,722 shares — an estimated $204K sold.

49 Wealth Management first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $7.3M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

49 Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 8,722 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $204K.
49 Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
49 Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $7.3M in Q4 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.