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

Flagship Private 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	-11,029	Closed	-$258K	–	116
2025 Q3	$258K	Buy	11,029 +112	+1%	+$2.61K	0.1%	95
2025 Q2	$255K	Buy	10,917 +176	+2%	+$4.11K	0.11%	90
2025 Q1	$251K	Buy	+10,741	New	+$251K	0.12%	89

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

Flagship Private Wealth's IBTF Position: Q4 2025 in Review

Flagship Private Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,029 shares — an estimated $258K sold.

Flagship Private Wealth first reported a position in IBTF in Q1 2025 and held it in 3 quarters. The position peaked at $258K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Flagship Private Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Flagship Private Wealth sold 11,029 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $258K.
Flagship Private Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
Flagship Private Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $258K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Flagship Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.