4WM
IBTF

4J Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

4J 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
-52,674
Closed -$1.23M – 102
2025
Q3 		$1.23M Sell
52,674
-110
-0.2% -$2.57K 0.72% 29
2025
Q2 		$1.23M Sell
52,784
-50
-0.1% -$1.17K 0.83% 26
2025
Q1 		$1.23M Buy
52,834
+8,350
+19% +$195K 0.97% 24
2024
Q4 		$1.04M Sell
44,484
-4,388
-9% -$102K 0.84% 24
2024
Q3 		$1.14M Buy
48,872
+1,445
+3% +$33.7K 0.89% 23
2024
Q2 		$1.1M Buy
47,427
+2,100
+5% +$48.6K 0.91% 21
2024
Q1 		$1.05M Sell
45,327
-50
-0.1% -$1.16K 0.91% 23
2023
Q4 		$1.06M Buy
45,377
+1,470
+3% +$34K 0.96% 28
2023
Q3 		$1.01M Sell
43,907
-6,800
-13% -$157K 1.01% 28
2023
Q2 		$1.17M Buy
50,707
+18,800
+59% +$440K 1.14% 26
2023
Q1 		$751K Buy
31,907
+11,500
+56% +$269K 0.81% 31
2022
Q4 		$475K Buy
20,407
+4,188
+26% +$97.5K 0.55% 41
2022
Q3 		$378K Buy
16,219
+2,619
+19% +$62.2K 0.48% 48
2022
Q2 		$326K Buy
+13,600
New +$326K 0.41% 49

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

4J Wealth Management's IBTF Position: Q4 2025 in Review

4J Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 52,674 shares — an estimated $1.23M sold.

4J Wealth Management first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $1.23M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • 4J Wealth Management sold 52,674 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.23M.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.23M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on 4J Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.