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