Drive Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Drive Wealth Management’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	-106,629	Closed	-$2.49M	–	398
2025 Q3	$2.49M	Sell	106,629 -1,024	-1%	-$23.9K	0.53%	38
2025 Q2	$2.51M	Sell	107,653 -1,923	-2%	-$44.9K	0.55%	38
2025 Q1	$2.56M	Buy	+109,576	New	+$2.56M	0.6%	32

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

Drive Wealth Management's IBTF Position: Q4 2025 in Review

Drive Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 106,629 shares — an estimated $2.49M sold.

Drive Wealth Management first reported a position in IBTF in Q1 2025 and held it in 3 quarters. The position peaked at $2.56M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Drive Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 106,629 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.49M.
Drive Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
Drive Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.56M in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.