Wealth Enhancement Advisory Services
IBTF

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

Wealth Enhancement Advisory Services’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
-565,565
Closed -$13.2M – 3721
2025
Q3 		$13.2M Sell
565,565
-94,029
-14% -$2.19M 0.02% 558
2025
Q2 		$15.4M Buy
659,594
+2,296
+0.3% +$53.6K 0.03% 499
2025
Q1 		$15.4M Buy
657,298
+6,992
+1% +$163K 0.03% 474
2024
Q4 		$15.2M Buy
650,306
+532,867
+454% +$12.4M 0.03% 441
2024
Q3 		$2.75M Sell
117,439
-3,963
-3% -$92.3K 0.01% 936
2024
Q2 		$2.82M Buy
+121,402
New +$2.81M 0.01% 871

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBTF Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 565,565 shares — an estimated $13.2M sold.

Wealth Enhancement Advisory Services first reported a position in IBTF in Q2 2024 and held it in 6 quarters. The position peaked at $15.4M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 565,565 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $13.2M.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $15.4M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.