PP
IBTF

Prosperity Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Prosperity Planning’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 		– Hold
0
– -$279K – 110
2025
Q3 		– Hold
0
– – – 99
2025
Q2 		– Hold
0
– – – 99
2025
Q1 		– Hold
0
– – – 96
2024
Q4 		– Hold
0
– – – 100

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return