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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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.