Financial Management Professionals’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Financial Management Professionals’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	-285	Closed	-$6.66K	–	1002
2025 Q3	$6.66K	Hold	285	–	–	﹤0.01%	568
2025 Q2	$6.66K	Hold	285	–	–	﹤0.01%	597
2025 Q1	$6.66K	Hold	285	–	–	﹤0.01%	592
2024 Q4	$6.65K	Hold	285	–	–	﹤0.01%	575
2024 Q3	$7K	Hold	285	–	–	﹤0.01%	585
2024 Q2	$7K	Buy	+285	New	+$6.6K	﹤0.01%	538

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 Management Professionals's IBTF Position: Q4 2025 in Review

Financial Management Professionals sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 285 shares — an estimated $6.66K sold.

Financial Management Professionals first reported a position in IBTF in Q2 2024 and held it in 6 quarters. The position peaked at $7K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Financial Management Professionals reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Financial Management Professionals sold 285 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $6.66K.
Financial Management Professionals first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Financial Management Professionals's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $7K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.