World Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

World Investment Advisors’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	-16,606	Closed	-$388K	–	1507
2025 Q3	$388K	Sell	16,606 -128	-0.8%	-$2.99K	0.01%	893
2025 Q2	$391K	Buy	16,734 +22	+0.1%	+$513	0.01%	812
2025 Q1	$391K	Buy	16,712 +13	+0.1%	+$303	0.01%	778
2024 Q4	$389K	Buy	16,699 +29	+0.2%	+$676	0.01%	729
2024 Q3	$390K	Buy	+16,670	New	+$388K	0.01%	655

Other funds holding IBTF

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 Investment Advisors's IBTF Position: Q4 2025 in Review

World Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 16,606 shares — an estimated $388K sold.

World Investment Advisors first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $391K in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

World Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
World Investment Advisors sold 16,606 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $388K.
World Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
World Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $391K in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.