Jim Saulnier & Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Jim Saulnier & Associates’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	-10,964	Closed	-$256K	–	142
2025 Q3	$256K	Buy	10,964 +116	+1%	+$2.71K	0.14%	117
2025 Q2	$253K	Buy	10,848 +114	+1%	+$2.66K	0.17%	99
2025 Q1	$251K	Buy	10,734 +74	+0.7%	+$1.73K	0.2%	92
2024 Q4	$249K	Buy	10,660 +153	+1%	+$3.57K	0.21%	80
2024 Q3	$246K	Buy	+10,507	New	+$245K	0.24%	70

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Jim Saulnier & Associates's IBTF Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,964 shares — an estimated $256K sold.

Jim Saulnier & Associates first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $256K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Jim Saulnier & Associates reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Jim Saulnier & Associates sold 10,964 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $256K.
Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Jim Saulnier & Associates's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $256K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.