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

KFG 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	-31,632	Closed	-$739K	–	221
2025 Q3	$739K	Buy	31,632 +7,833	+33%	+$183K	0.11%	96
2025 Q2	$556K	Sell	23,799 -589	-2%	-$13.7K	0.09%	121
2025 Q1	$570K	Buy	24,388 +2,310	+10%	+$53.9K	0.1%	110
2024 Q4	$515K	Buy	22,078 +8,570	+63%	+$200K	0.1%	110
2024 Q3	$316K	Buy	+13,508	New	+$315K	0.07%	137

Other funds holding IBTF

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

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

KFG Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 31,632 shares — an estimated $739K sold.

KFG Wealth Management first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $739K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

KFG Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
KFG Wealth Management sold 31,632 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $739K.
KFG Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
KFG Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $739K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.