Koss-Olinger Consulting’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Koss-Olinger Consulting’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	-23,917	Closed	-$559K	–	293
2025 Q3	$559K	Hold	23,917	–	–	0.05%	181
2025 Q2	$559K	Buy	23,917 +393	+2%	+$9.17K	0.05%	185
2025 Q1	$550K	Buy	23,524 +582	+3%	+$13.6K	0.05%	182
2024 Q4	$535K	Buy	22,942 +220	+1%	+$5.13K	0.05%	121
2024 Q3	$532K	Buy	22,722 +798	+4%	+$18.6K	0.05%	145
2024 Q2	$509K	Buy	+21,924	New	+$508K	0.05%	138
2024 Q1	–	Sell	-21,224	Closed	-$494K	–	157
2023 Q4	$494K	Buy	21,224 +10,941	+106%	+$253K	0.05%	156
2023 Q3	$237K	Buy	+10,283	New	+$237K	0.04%	229

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

Koss-Olinger Consulting's IBTF Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 23,917 shares — an estimated $559K sold.

Koss-Olinger Consulting first reported a position in IBTF in Q3 2023 and held it in 8 quarters. The position peaked at $559K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Koss-Olinger Consulting reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 23,917 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $559K.
Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
Koss-Olinger Consulting's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $559K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.