BWP
IBTF

Burling Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Burling Wealth 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
-8,776
Closed -$205K – 187
2025
Q3 		$205K Buy
+8,776
New +$205K 0.03% 176

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

Burling Wealth Partners's IBTF Position: Q4 2025 in Review

Burling Wealth Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 8,776 shares — an estimated $205K sold.

Burling Wealth Partners first reported a position in IBTF in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Burling Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 8,776 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $205K.
  • Burling Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Burling Wealth Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $205K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Burling Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.