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

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

True Link Financial Advisors's IBTF Position: Q4 2025 in Review

True Link Financial Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 66,217 shares — an estimated $1.55M sold.

True Link Financial Advisors first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $2.48M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

True Link Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
True Link Financial Advisors sold 66,217 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.55M.
True Link Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
True Link Financial Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.48M in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on True Link Financial Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.