Savvy Advisors Inc’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Savvy Advisors Inc’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	-28,334	Closed	-$662K	–	1055
2025 Q3	$662K	Buy	28,334 +740	+3%	+$17.3K	0.03%	364
2025 Q2	$645K	Buy	27,594 +920	+3%	+$21.5K	0.04%	300
2025 Q1	$623K	Buy	26,674 +93	+0.3%	+$2.17K	0.06%	247
2024 Q4	$620K	Buy	+26,581	New	+$620K	0.07%	213

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

Savvy Advisors Inc's IBTF Position: Q4 2025 in Review

Savvy Advisors Inc sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 28,334 shares — an estimated $662K sold.

Savvy Advisors Inc first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $662K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Savvy Advisors Inc reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 28,334 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $662K.
Savvy Advisors Inc first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Savvy Advisors Inc's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $662K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.