JSA
IBTF

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

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