EW
IBTF

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

Element Wealth’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
-24,434
Closed -$571K – 208
2025
Q3 		$571K Hold
24,434
– – 0.25% 90
2025
Q2 		$571K Sell
24,434
-11,346
-32% -$265K 0.26% 82
2025
Q1 		$836K Sell
35,780
-3,996
-10% -$93.3K 0.45% 53
2024
Q4 		$928K Buy
39,776
+164
+0.4% +$3.83K 0.48% 40
2024
Q3 		$928K Sell
39,612
-5,938
-13% -$138K 0.49% 43
2024
Q2 		$1.06M Buy
45,550
+7,679
+20% +$178K 0.6% 34
2024
Q1 		$880K Buy
37,871
+5,334
+16% +$124K 0.51% 40
2023
Q4 		$757K Sell
32,537
-414
-1% -$9.57K 0.47% 43
2023
Q3 		$761K Sell
32,951
-12,518
-28% -$289K 0.55% 35
2023
Q2 		$1.05M Buy
45,469
+3,090
+7% +$72.2K 0.73% 29
2023
Q1 		$997K Buy
42,379
+14,372
+51% +$336K 0.74% 28
2022
Q4 		$652K Buy
+28,007
New +$652K 0.53% 35

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

Element Wealth's IBTF Position: Q4 2025 in Review

Element Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 24,434 shares — an estimated $571K sold.

Element Wealth first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $1.06M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Element Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Element Wealth sold 24,434 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $571K.
  • Element Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Element Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.06M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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