FDW
IBTF

Fourth Dimension Wealth’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Fourth Dimension 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
-80,956
Closed -$1.89M – 614
2025
Q3 		$1.89M Sell
80,956
-2,132
-3% -$49.7K 0.72% 36
2025
Q2 		$1.94M Buy
83,088
+57,553
+225% +$1.34M 0.82% 35
2025
Q1 		$597K Sell
25,535
-1,680
-6% -$39.2K 0.29% 61
2024
Q4 		$635K Buy
+27,215
New +$635K 0.33% 53

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return