IBTF β€” ISHARES TR IBONDS 25 TRM TS

Ownership history in Scissortail Wealth Management, LLC  Β·  11 quarters on record

AI Ownership Summary

Scissortail Wealth Management, LLC reported ISHARES TR IBONDS 25 TRM TS (IBTF) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.05% in 2025 Q1. The latest visible filing shows IBTF at 2.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Scissortail Wealth Management, LLC's position in ISHARES TR IBONDS 25 TRM TS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBTF was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Scissortail Wealth Management, LLC held IBTF β€” position size vs. price
% of Fund (quarterly)    IBTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 526,907 +9,812 +1.9% 2.68% $12.3M 2025-10-29 $23.20
2025 Q2 ADDED 517,095 +9,028 +1.8% 2.90% $12.1M 2025-08-15 $23.02
2025 Q1 ADDED 508,067 +42,452 +9.1% 3.05% $11.9M 2025-05-12 $22.76
2024 Q4 ADDED 465,615 +465,105 +91197.1% 2.78% $10.9M 2025-02-14 $22.54
2024 Q3 REDUCED 510 -415,887 -99.9% 2.59% $10.7M 2024-11-14 $22.29
2024 Q2 ADDED 416,397 +6,422 +1.6% 2.46% $9.7M 2024-08-15 $22.02
2024 Q1 ADDED 409,975 +6,200 +1.5% 2.52% $9.5M 2024-05-15 $21.66
2023 Q4 ADDED 403,775 +40,899 +11.3% 2.99% $9.4M 2024-01-30 $21.50
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Scissortail Wealth Management, LLC and IBTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Scissortail Wealth Management, LLC reported owning IBTF?

Scissortail Wealth Management, LLC reported IBTF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IBTF position in Scissortail Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IBTF was 3.05% in 2025 Q1.

What is the latest reported IBTF position on this page?

The most recent filing on this page is 2025 Q3, when Scissortail Wealth Management, LLC reported 526,907 shares, equal to 2.68% of portfolio, with an estimated market value of $12.3M.

What does the chart on this IBTF ownership page compare?

The chart compares Scissortail Wealth Management, LLC's quarterly IBTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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