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

Endowment 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	-60,285	Closed	-$1.41M	–	158
2025 Q3	$1.41M	Buy	60,285 +13,384	+29%	+$312K	0.64%	44
2025 Q2	$1.1M	Buy	46,901 +5,072	+12%	+$118K	0.56%	48
2025 Q1	$978K	Buy	41,829 +8,972	+27%	+$209K	0.63%	45
2024 Q4	$766K	Buy	+32,857	New	+$766K	0.51%	49

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

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

Endowment Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 60,285 shares — an estimated $1.41M sold.

Endowment Wealth Management first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $1.41M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Endowment Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Endowment Wealth Management sold 60,285 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.41M.
Endowment Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Endowment Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.41M in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.