WMS
IBTF

Wealth Management Strategies’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Wealth Management Strategies’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
-534,122
Closed -$12.5M – 40
2025
Q3 		$12.5M Buy
534,122
+36,403
+7% +$849K 6.18% 4
2025
Q2 		$11.6M Buy
497,719
+103,713
+26% +$2.42M 6.25% 5
2025
Q1 		$9.21M Buy
394,006
+41,775
+12% +$975K 6.16% 5
2024
Q4 		$8.21M Buy
+352,231
New +$8.22M 6.28% 5

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 Management Strategies's IBTF Position: Q4 2025 in Review

Wealth Management Strategies sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 534,122 shares — an estimated $12.5M sold.

Wealth Management Strategies first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $12.5M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Wealth Management Strategies reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Strategies sold 534,122 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $12.5M.
  • Wealth Management Strategies first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Wealth Management Strategies's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $12.5M 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 Management Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.