WANY
IBTF

Wealthspire Advisors (New York)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Wealthspire Advisors (New York)’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
-168,436
Closed -$3.94M – 1894
2025
Q3 		$3.94M Sell
168,436
-652
-0.4% -$15.2K 0.02% 186
2025
Q2 		$3.95M Buy
169,088
+2,854
+2% +$66.6K 0.02% 179
2025
Q1 		$3.88M Buy
166,234
+1,180
+0.7% +$27.5K 0.02% 182
2024
Q4 		$3.85M Buy
165,054
+997
+0.6% +$23.3K 0.04% 165
2024
Q3 		$3.84M Sell
164,057
-13,954
-8% -$325K 0.04% 164
2024
Q2 		$4.13M Buy
178,011
+18,715
+12% +$434K 0.05% 128
2024
Q1 		$3.7M Buy
159,296
+8,008
+5% +$186K 0.05% 132
2023
Q4 		$3.52M Buy
151,288
+12,886
+9% +$298K 0.05% 134
2023
Q3 		$3.19M Buy
138,402
+34,517
+33% +$797K 0.05% 131
2023
Q2 		$2.4M Buy
103,885
+14,010
+16% +$328K 0.04% 135
2023
Q1 		$2.11M Buy
89,875
+54,494
+154% +$1.27M 0.04% 145
2022
Q4 		$824K Buy
+35,381
New +$824K 0.02% 295

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

Wealthspire Advisors (New York)'s IBTF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 168,436 shares — an estimated $3.94M sold.

Wealthspire Advisors (New York) first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $4.13M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 168,436 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $3.94M.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Wealthspire Advisors (New York)'s iShares iBonds Dec 2025 Term Treasury ETF position peaked at $4.13M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.