SWM
IBTF

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

Scissortail 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
-526,907
Closed -$12.3M – 115
2025
Q3 		$12.3M Buy
526,907
+9,812
+2% +$229K 2.68% 9
2025
Q2 		$12.1M Buy
517,095
+9,028
+2% +$211K 2.9% 6
2025
Q1 		$11.9M Buy
508,067
+42,452
+9% +$991K 3.05% 6
2024
Q4 		$10.9M Buy
465,615
+465,105
+91,197% +$10.8M 2.78% 7
2024
Q3 		$10.7M Sell
510
-415,887
-100% -$9.69M 2.59% 8
2024
Q2 		$9.67M Buy
416,397
+6,422
+2% +$149K 2.46% 10
2024
Q1 		$9.52M Buy
409,975
+6,200
+2% +$144K 2.52% 6
2023
Q4 		$9.42M Buy
403,775
+40,899
+11% +$946K 2.99% 5
2023
Q3 		$8.37M Buy
362,876
+329,214
+978% +$7.6M 6.59% 4
2023
Q2 		$780K Buy
33,662
+2,327
+7% +$54.4K 0.64% 29
2023
Q1 		$737K Buy
+31,335
New +$732K 0.66% 31

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

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

Scissortail Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 526,907 shares — an estimated $12.3M sold.

Scissortail Wealth Management first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $12.3M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Scissortail Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 526,907 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $12.3M.
  • Scissortail Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Scissortail Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $12.3M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Scissortail Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.