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AllSquare Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

AllSquare Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$71.8K Hold
3,207
– – 0.04% 197
2025
Q2 		$71.7K Buy
3,207
+134
+4% +$2.98K 0.04% 187
2025
Q1 		$68.4K Buy
3,073
+818
+36% +$18K 0.04% 183
2024
Q4 		$49.4K Buy
2,255
+925
+70% +$20.4K 0.03% 213
2024
Q3 		$29.9K Buy
+1,330
New +$29.6K 0.02% 263

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllSquare Wealth Management's IBTI Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q3 2025 at 3,207 shares worth $71.8K. The position accounts for 0.04% of the portfolio, ranked #197.

AllSquare Wealth Management first reported a position in IBTI in Q3 2024 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

  • AllSquare Wealth Management held 3,207 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $71.8K as of Q3 2025.
  • AllSquare Wealth Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #197 holding.
  • AllSquare Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.