WJA
IBTF

Willis Johnson & Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Willis Johnson & Associates’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
-11,370
Closed -$266K – 191
2025
Q3 		$266K Buy
11,370
+1,192
+12% +$27.8K 0.02% 149
2025
Q2 		$238K Buy
10,178
+1,176
+13% +$27.4K 0.02% 152
2025
Q1 		$210K Buy
+9,002
New +$210K 0.02% 155

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

Willis Johnson & Associates's IBTF Position: Q4 2025 in Review

Willis Johnson & Associates sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,370 shares — an estimated $266K sold.

Willis Johnson & Associates first reported a position in IBTF in Q1 2025 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Willis Johnson & Associates reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 11,370 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $266K.
  • Willis Johnson & Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • Willis Johnson & Associates's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $266K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Willis Johnson & Associates's 13F filing for Q4 2025, filed 22 Jan 2026.