EW
IBTF

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

Evexia 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
-49,795
Closed -$1.16M – 88
2025
Q3 		$1.16M Buy
49,795
+2,879
+6% +$67.2K 0.35% 44
2025
Q2 		$1.09M Buy
46,916
+29,090
+163% +$679K 0.34% 46
2025
Q1 		$416K Buy
17,826
+467
+3% +$10.9K 0.15% 62
2024
Q4 		$405K Buy
17,359
+5,915
+52% +$138K 0.14% 65
2024
Q3 		$267K Buy
11,444
+1,627
+17% +$37.9K 0.09% 63
2024
Q2 		$228K Sell
9,817
-41,254
-81% -$956K 0.09% 60
2024
Q1 		$1.18M Buy
51,071
+4,813
+10% +$112K 0.49% 37
2023
Q4 		$1.08M Buy
+46,258
New +$1.07M 0.45% 39

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

Evexia Wealth's IBTF Position: Q4 2025 in Review

Evexia Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 49,795 shares — an estimated $1.16M sold.

Evexia Wealth first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $1.18M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Evexia Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Evexia Wealth sold 49,795 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.16M.
  • Evexia Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Evexia Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.18M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Evexia Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.