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

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

Blake Schutter Theil Wealth Advisors's IBTF Position: Q4 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 13,631 shares — an estimated $318K sold.

Blake Schutter Theil Wealth Advisors first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $319K in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Blake Schutter Theil Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Blake Schutter Theil Wealth Advisors sold 13,631 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $318K.
Blake Schutter Theil Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $319K in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.