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

BCS 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 Q2	–	Sell	-9,827	Closed	-$219K	–	275
2025 Q1	$219K	Hold	9,827	–	–	0.06%	231
2024 Q4	$215K	Hold	9,827	–	–	0.05%	241
2024 Q3	$221K	Hold	9,827	–	–	0.09%	153
2024 Q2	$215K	Hold	9,827	–	–	0.1%	147
2024 Q1	$216K	Hold	9,827	–	–	0.07%	224
2023 Q4	$218K	Buy	+9,827	New	+$213K	0.08%	208

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

BCS Wealth Management's IBTI Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2025, closing a stake of 9,827 shares — an estimated $219K sold.

BCS Wealth Management first reported a position in IBTI in Q4 2023 and held it in 6 quarters. The position peaked at $221K in Q3 2024. 191 funds tracked by Wall St. Rank hold IBTI as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 9,827 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2025, an estimated $219K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $221K in Q3 2024.
191 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.