Financial Engines Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Financial Engines Advisors’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	-328,500	Closed	-$7.68M	–	550
2025 Q3	$7.68M	Sell	328,500 -14,801	-4%	-$345K	0.01%	116
2025 Q2	$8.02M	Sell	343,301 -51,658	-13%	-$1.21M	0.02%	110
2025 Q1	$9.23M	Buy	394,959 +38,371	+11%	+$896K	0.02%	96
2024 Q4	$8.32M	Sell	356,588 -10,208	-3%	-$238K	0.02%	104
2024 Q3	$8.59M	Buy	366,796 +35,958	+11%	+$838K	0.02%	91
2024 Q2	$7.68M	Sell	330,838 -43,691	-12%	-$1.01M	0.02%	94
2024 Q1	$8.7M	Buy	374,529 +55,200	+17%	+$1.28M	0.02%	86
2023 Q4	$7.43M	Buy	+319,329	New	+$7.38M	0.02%	86

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

Financial Engines Advisors's IBTF Position: Q4 2025 in Review

Financial Engines Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 328,500 shares — an estimated $7.68M sold.

Financial Engines Advisors first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $9.23M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Financial Engines Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Financial Engines Advisors sold 328,500 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $7.68M.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Financial Engines Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $9.23M in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.