EP
IBTF

Essential Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Essential Planning’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
-85,373
Closed -$1.99M – 91
2025
Q3 		$1.99M Sell
85,373
-5,103
-6% -$119K 0.69% 25
2025
Q2 		$2.11M Sell
90,476
-21,973
-20% -$513K 0.79% 22
2025
Q1 		$2.63M Sell
112,449
-8,350,443
-99% -$195M 1.06% 18
2024
Q4 		$197M Buy
8,462,892
+8,333,058
+6,418% +$194M 1.29% 15
2024
Q3 		$3.04M Sell
129,834
-2,523
-2% -$58.8K 1.25% 18
2024
Q2 		$3.07M Buy
132,357
+46,202
+54% +$1.07M 1.35% 17
2024
Q1 		$2.01M Buy
86,155
+4,297
+5% +$99.9K 1% 17
2023
Q4 		$1.91M Buy
81,858
+35,670
+77% +$825K 0.96% 17
2023
Q3 		$1.07M Buy
+46,188
New +$1.07M 0.59% 21

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

Essential Planning's IBTF Position: Q4 2025 in Review

Essential Planning sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 85,373 shares — an estimated $1.99M sold.

Essential Planning first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $197M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Essential Planning reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Essential Planning sold 85,373 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.99M.
  • Essential Planning first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Essential Planning's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $197M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Essential Planning's 13F filing for Q4 2025, filed 15 Jan 2026.