WAS
IBTF

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

Wealth Advisory Solutions’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
-41,191
Closed -$962K – 145
2025
Q3 		$962K Buy
41,191
+1,411
+4% +$32.9K 0.23% 74
2025
Q2 		$929K Sell
39,780
-495
-1% -$11.5K 0.24% 73
2025
Q1 		$941K Buy
40,275
+2,322
+6% +$54.2K 0.25% 71
2024
Q4 		$885K Buy
37,953
+1,276
+3% +$29.8K 0.25% 64
2024
Q3 		$859K Buy
36,677
+492
+1% +$11.5K 0.24% 65
2024
Q2 		$840K Buy
36,185
+1,260
+4% +$29.2K 0.23% 66
2024
Q1 		$811K Buy
+34,925
New +$812K 0.21% 68
2023
Q4 		– Sell
-35,660
Closed -$823K – 92
2023
Q3 		$823K Buy
+35,660
New +$823K 0.16% 79

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

Wealth Advisory Solutions's IBTF Position: Q4 2025 in Review

Wealth Advisory Solutions sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 41,191 shares — an estimated $962K sold.

Wealth Advisory Solutions first reported a position in IBTF in Q3 2023 and held it in 8 quarters. The position peaked at $962K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Wealth Advisory Solutions reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 41,191 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $962K.
  • Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
  • Wealth Advisory Solutions's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $962K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Wealth Advisory Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.