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

Simplicity Wealth’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	-25,980	Closed	-$607K	–	729
2025 Q3	$607K	Buy	25,980 +17,405	+203%	+$406K	0.04%	398
2025 Q2	$200K	Buy	+8,575	New	+$200K	0.01%	572
2024 Q4	–	Sell	-14,871	Closed	-$348K	–	425
2024 Q3	$348K	Sell	14,871 -4,261	-22%	-$99.3K	0.03%	367
2024 Q2	$444K	Buy	19,132 +1,492	+8%	+$34.6K	0.01%	801
2024 Q1	$410K	Buy	17,640 +1,874	+12%	+$43.6K	0.01%	807
2023 Q4	$367K	Buy	15,766 +3,972	+34%	+$91.8K	0.14%	125
2023 Q3	$272K	Buy	11,794 +239	+2%	+$5.52K	0.16%	72
2023 Q2	$267K	Buy	+11,555	New	+$270K	0.17%	67

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

Simplicity Wealth's IBTF Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 25,980 shares — an estimated $607K sold.

Simplicity Wealth first reported a position in IBTF in Q2 2023 and held it in 8 quarters. The position peaked at $607K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Simplicity Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 25,980 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $607K.
Simplicity Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 8 quarters.
Simplicity Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $607K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.