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

Ameriprise’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 		$17.9M Buy
802,850
+318,466
+66% +$7.12M ﹤0.01% 1485
2025
Q4 		$10.8M Buy
484,384
+113,263
+31% +$2.54M ﹤0.01% 1851
2025
Q3 		$8.29M Buy
371,121
+153,700
+71% +$3.43M ﹤0.01% 2059
2025
Q2 		$4.86M Sell
217,421
-13,738
-6% -$305K ﹤0.01% 2384
2025
Q1 		$5.15M Buy
231,159
+35,301
+18% +$777K ﹤0.01% 2294
2024
Q4 		$4.29M Sell
195,858
-49,145
-20% -$1.08M ﹤0.01% 2466
2024
Q3 		$5.52M Sell
245,003
-35,590
-13% -$793K ﹤0.01% 2306
2024
Q2 		$6.13M Sell
280,593
-13,188
-4% -$286K ﹤0.01% 2153
2024
Q1 		$6.44M Buy
293,781
+34,392
+13% +$757K ﹤0.01% 2172
2023
Q4 		$5.87M Buy
259,389
+232,183
+853% +$5.04M ﹤0.01% 2229
2023
Q3 		$586K Buy
+27,206
New +$593K ﹤0.01% 3345

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return