TLFA
IBTF

True Link Financial Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

True Link Financial Advisors’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
-66,217
Closed -$1.55M – 116
2025
Q3 		$1.55M Sell
66,217
-23,724
-26% -$554K 0.1% 28
2025
Q2 		$2.1M Sell
89,941
-16,162
-15% -$377K 0.15% 26
2025
Q1 		$2.48M Buy
106,103
+28,116
+36% +$656K 0.19% 22
2024
Q4 		$1.82M Buy
77,987
+39,482
+103% +$921K 0.15% 17
2024
Q3 		$902K Buy
+38,505
New +$897K 0.08% 30

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