WEG
IBTF

World Equity Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

World Equity Group’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
-10,727
Closed -$251K – 359
2025
Q3 		$251K Buy
+10,727
New +$250K 0.06% 304

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

World Equity Group's IBTF Position: Q4 2025 in Review

World Equity Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,727 shares — an estimated $251K sold.

World Equity Group first reported a position in IBTF in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • World Equity Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 10,727 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $251K.
  • World Equity Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • World Equity Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $251K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.