Allworth Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Allworth Financial’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
2026 Q1	$3.03M	Buy	135,862 +360	+0.3%	+$8.05K	0.01%	447
2025 Q4	$3.03M	Sell	135,502 -6,948	-5%	-$156K	0.01%	449
2025 Q3	$3.19M	Sell	142,450 -3,142	-2%	-$70.1K	0.01%	413
2025 Q2	$3.26M	Buy	145,592 +47,717	+49%	+$1.06M	0.02%	389
2025 Q1	$2.18M	Buy	97,875 +2,024	+2%	+$44.6K	0.01%	380
2024 Q4	$2.1M	Buy	95,851 +15,810	+20%	+$349K	0.01%	393
2024 Q3	$1.8M	Sell	80,041 -4,053	-5%	-$90.3K	0.01%	357
2024 Q2	$1.85M	Sell	84,094 -17,822	-17%	-$387K	0.01%	345
2024 Q1	$2.24M	Sell	101,916 -49,872	-33%	-$1.1M	0.02%	304
2023 Q4	$3.37M	Buy	+151,788	New	+$3.29M	0.03%	233

Other funds holding IBTI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return