Diversify Advisory Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Diversify Advisory Services’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	-10,000	Closed	-$233K	–	939
2025 Q3	$233K	Hold	10,000	–	–	0.01%	799
2025 Q2	$233K	Hold	10,000	–	–	0.01%	746
2025 Q1	$234K	Hold	10,000	–	–	0.01%	573
2024 Q4	$233K	Hold	10,000	–	–	0.01%	549
2024 Q3	$234K	Hold	10,000	–	–	0.01%	565
2024 Q2	$232K	Buy	+10,000	New	+$232K	0.01%	574

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

Diversify Advisory Services's IBTF Position: Q4 2025 in Review

Diversify Advisory Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,000 shares — an estimated $233K sold.

Diversify Advisory Services first reported a position in IBTF in Q2 2024 and held it in 6 quarters. The position peaked at $234K in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Diversify Advisory Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Diversify Advisory Services sold 10,000 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $233K.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Diversify Advisory Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $234K in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.