APS
IBTF

American Planning Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

American Planning Services’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
2024
Q3 		$476K Buy
20,318
+1,061
+6% +$24.7K 0.38% 31
2024
Q2 		$447K Buy
19,257
+147
+0.8% +$3.4K 0.31% 32
2024
Q1 		$444K Buy
19,110
+4,707
+33% +$109K 0.32% 25
2023
Q4 		$335K Buy
+14,403
New +$333K 0.26% 31

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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Wells Fargo
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return