BSTWA
IBTF

Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Blake Schutter Theil Wealth Advisors’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
-13,631
Closed -$318K – 111
2025
Q3 		$318K Hold
13,631
– – 0.32% 84
2025
Q2 		$318K Hold
13,631
– – 0.36% 79
2025
Q1 		$319K Buy
13,631
+2,142
+19% +$50K 0.36% 85
2024
Q4 		$268K Hold
11,489
– – 0.28% 93
2024
Q3 		$269K Buy
+11,489
New +$268K 0.19% 128

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return