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 $5.54B AUM 27.43% 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.