APP
IBTF

Avantax Planning Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Avantax Planning Partners’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
-57,733
Closed -$1.35M – 450
2025
Q3 		$1.35M Hold
57,733
– – 0.04% 171
2025
Q2 		$1.35M Sell
57,733
-83
-0.1% -$1.94K 0.04% 167
2025
Q1 		$1.35M Sell
57,816
-1,739
-3% -$40.6K 0.05% 157
2024
Q4 		$1.39M Sell
59,555
-619
-1% -$14.4K 0.05% 150
2024
Q3 		$1.41M Sell
60,174
-134
-0.2% -$3.12K 0.05% 152
2024
Q2 		$1.4M Sell
60,308
-263
-0.4% -$6.09K 0.05% 171
2024
Q1 		$1.41M Sell
60,571
-208
-0.3% -$4.83K 0.05% 180
2023
Q4 		$1.41M Sell
60,779
-3,350
-5% -$77.5K 0.05% 144
2023
Q3 		$1.48M Hold
64,129
– – 0.06% 129
2023
Q2 		$1.48M Buy
64,129
+35
+0.1% +$818 0.06% 135
2023
Q1 		$1.51M Buy
64,094
+1,400
+2% +$32.7K 0.06% 128
2022
Q4 		$1.46M Buy
62,694
+7,115
+13% +$166K 0.06% 130
2022
Q3 		$1.29M Buy
+55,579
New +$1.32M 0.06% 126

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

Avantax Planning Partners's IBTF Position: Q4 2025 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 57,733 shares — an estimated $1.35M sold.

Avantax Planning Partners first reported a position in IBTF in Q3 2022 and held it in 13 quarters. The position peaked at $1.51M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 57,733 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.35M.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 13 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.51M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.