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

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

Fourth Dimension Wealth's IBTF Position: Q4 2025 in Review

Fourth Dimension Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 80,956 shares — an estimated $1.89M sold.

Fourth Dimension Wealth first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $1.94M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Fourth Dimension Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Fourth Dimension Wealth sold 80,956 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.89M.
Fourth Dimension Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Fourth Dimension Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.94M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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