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
New +$12.5M 6.18% 4
2025
Q1 		$9.21M Buy
394,006
+41,775
+12% +$975K 6.16% 5
2024
Q4 		$82.1K Buy
+352,231
New +$8.22M 6.29% 5

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return