PFM
IBTF

Phillips Financial Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Phillips Financial 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
-74,079
Closed -$1.73M – 318
2025
Q3 		$1.73M Buy
74,079
+19,436
+36% +$453K 0.11% 88
2025
Q2 		$1.28M Sell
54,643
-6,580
-11% -$154K 0.09% 95
2025
Q1 		$1.43M Buy
61,223
+501
+0.8% +$11.7K 0.11% 92
2024
Q4 		$1.42M Buy
60,722
+807
+1% +$18.8K 0.11% 92
2024
Q3 		$1.4M Buy
59,915
+995
+2% +$23.2K 0.11% 96
2024
Q2 		$1.37M Sell
58,920
-13,447
-19% -$311K 0.11% 94
2024
Q1 		$1.68M Buy
72,367
+5,240
+8% +$122K 0.14% 88
2023
Q4 		$1.56M Buy
67,127
+15,186
+29% +$351K 0.14% 88
2023
Q3 		$1.2M Buy
51,941
+2,030
+4% +$46.9K 0.11% 90
2023
Q2 		$1.15M Buy
49,911
+3,551
+8% +$83K 0.11% 93
2023
Q1 		$1.09M Buy
46,360
+43,547
+1,548% +$1.02M 0.11% 93
2022
Q4 		$65.5K Buy
+2,813
New +$65.5K 0.01% 170

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

Phillips Financial Management's IBTF Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 74,079 shares — an estimated $1.73M sold.

Phillips Financial Management first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $1.73M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 74,079 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.73M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.73M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.