Focus Partners Wealth
IBTF

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

Focus Partners 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
-133,486
Closed -$3.12M – 2748
2025
Q3 		$3.12M Sell
133,486
-149,927
-53% -$3.5M 0.01% 889
2025
Q2 		$6.62M Sell
283,413
-990,709
-78% -$23.1M 0.01% 595
2025
Q1 		$29.8M Sell
1,274,122
-123,984
-9% -$2.89M 0.07% 253
2024
Q4 		$32.6M Buy
1,398,106
+19,399
+1% +$452K 0.08% 228
2024
Q3 		$32.3M Sell
1,378,707
-378,688
-22% -$8.82M 0.1% 193
2024
Q2 		$40.8M Sell
1,757,395
-828,973
-32% -$19.2M 0.14% 155
2024
Q1 		$60.1M Sell
2,586,368
-78,968
-3% -$1.84M 0.49% 44
2023
Q4 		$62M Buy
+2,665,336
New +$61.6M 0.81% 20

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Focus Partners Wealth's IBTF Position: Q4 2025 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 133,486 shares — an estimated $3.12M sold.

Focus Partners Wealth first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $62M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 133,486 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $3.12M.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Focus Partners Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $62M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.