HWM
IBTF

Horizons Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Horizons Wealth Management’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
-41,335
Closed -$966K – 174
2025
Q3 		$966K Sell
41,335
-69
-0.2% -$1.61K 0.66% 28
2025
Q2 		$967K Sell
41,404
-224
-0.5% -$5.23K 0.69% 27
2025
Q1 		$973K Sell
41,628
-581
-1% -$13.6K 0.72% 27
2024
Q4 		$984K Buy
42,209
+1,707
+4% +$39.8K 0.75% 27
2024
Q3 		$949K Buy
40,502
+281
+0.7% +$6.55K 0.73% 26
2024
Q2 		$935K Sell
40,221
-8,521
-17% -$197K 0.74% 25
2024
Q1 		$1.13M Hold
48,742
– – 0.74% 23
2023
Q4 		$1.13M Buy
48,742
+5,464
+13% +$126K 0.74% 23
2023
Q3 		$999K Buy
43,278
+20,489
+90% +$473K 0.73% 22
2023
Q2 		$527K Buy
22,789
+2,917
+15% +$68.2K 0.37% 36
2023
Q1 		$468K Buy
19,872
+7,227
+57% +$169K 0.34% 36
2022
Q4 		$294K Buy
+12,645
New +$294K 0.24% 43

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

Horizons Wealth Management's IBTF Position: Q4 2025 in Review

Horizons Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 41,335 shares — an estimated $966K sold.

Horizons Wealth Management first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $1.13M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Horizons Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Horizons Wealth Management sold 41,335 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $966K.
  • Horizons Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Horizons Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.13M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Horizons Wealth Management's 13F filing for Q4 2025, filed 5 Jan 2026.