FIA
IBTF

Foundations Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Foundations Investment 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
-15,638
Closed -$365K – 1145
2025
Q3 		$365K Buy
+15,638
New +$365K 0.01% 767

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

Foundations Investment Advisors's IBTF Position: Q4 2025 in Review

Foundations Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 15,638 shares — an estimated $365K sold.

Foundations Investment Advisors first reported a position in IBTF in Q3 2025 and held it in 1 quarter. The position peaked at $365K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Foundations Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,638 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $365K.
  • Foundations Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $365K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.