SPWM
IBTF

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

Straight Path 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
-25,428
Closed -$594K – 139
2025
Q3 		$594K Buy
25,428
+2,171
+9% +$50.7K 0.16% 70
2025
Q2 		$543K Buy
23,257
+331
+1% +$7.72K 0.18% 54
2025
Q1 		$536K Buy
22,926
+1,220
+6% +$28.5K 0.22% 44
2024
Q4 		$506K Buy
21,706
+2,773
+15% +$64.7K 0.2% 47
2024
Q3 		$443K Sell
18,933
-1,028
-5% -$24K 0.19% 52
2024
Q2 		$463K Buy
19,961
+702
+4% +$16.3K 0.24% 47
2024
Q1 		$447K Buy
19,259
+1,571
+9% +$36.5K 0.25% 51
2023
Q4 		$412K Buy
+17,688
New +$409K 0.24% 52

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

Straight Path Wealth Management's IBTF Position: Q4 2025 in Review

Straight Path Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 25,428 shares — an estimated $594K sold.

Straight Path Wealth Management first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $594K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Straight Path Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 25,428 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $594K.
  • Straight Path Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Straight Path Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $594K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Straight Path Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.