Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Woodley Farra Manion Portfolio Management’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	-9,893	Closed	-$231K	–	121
2025 Q3	$231K	Buy	9,893 +6	+0.1%	+$140	0.01%	111
2025 Q2	$231K	Buy	+9,887	New	+$231K	0.01%	106

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

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

Woodley Farra Manion Portfolio Management's IBTF Position: Q4 2025 in Review

Woodley Farra Manion Portfolio Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 9,893 shares — an estimated $231K sold.

Woodley Farra Manion Portfolio Management first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Woodley Farra Manion Portfolio Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 9,893 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $231K.
Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
Woodley Farra Manion Portfolio Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $231K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2025, filed 12 Feb 2026.