Journey Advisory Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Journey Advisory Group’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	-10,550	Closed	-$247K	–	271
2025 Q3	$247K	Hold	10,550	–	–	0.02%	246
2025 Q2	$246K	Hold	10,550	–	–	0.02%	257
2025 Q1	$247K	Buy	+10,550	New	+$246K	0.02%	253
2024 Q1	–	Sell	-594,745	Closed	-$13.8M	–	239
2023 Q4	$13.8M	Buy	594,745 +47,153	+9%	+$1.09M	1.88%	11
2023 Q3	$12.6M	Buy	547,592 +8,962	+2%	+$207K	1.89%	12
2023 Q2	$12.5M	Buy	538,630 +41,382	+8%	+$968K	1.85%	12
2023 Q1	$11.7M	Buy	+497,248	New	+$11.6M	1.84%	11

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Journey Advisory Group's IBTF Position: Q4 2025 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,550 shares — an estimated $247K sold.

Journey Advisory Group first reported a position in IBTF in Q1 2023 and held it in 7 quarters. The position peaked at $13.8M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Journey Advisory Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Journey Advisory Group sold 10,550 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $247K.
Journey Advisory Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Journey Advisory Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $13.8M in Q4 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.