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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-15,500
Closed -$362K 619
2025
Q3
$362K Buy
15,500
+3,709
+31% +$86.5K 0.02% 453
2025
Q2
$275K Buy
+11,791
New +$275K 0.01% 477
2022
Q2
Sell
-32,026
Closed -$778K 454
2022
Q1
$778K Buy
+32,026
New +$795K 0.06% 199

Other funds holding IBTF

Visionary Wealth Advisors's IBTF Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 15,500 shares — an estimated $362K sold.

Visionary Wealth Advisors first reported a position in IBTF in Q1 2022 and held it in 3 quarters. The position peaked at $778K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Visionary Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,500 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $362K.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2022 and held it in 3 quarters.
  • Visionary Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $778K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.