Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Cambridge Investment Research Advisors’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 		$2.46M Buy
110,381
+62,785
+132% +$1.4M 0.01% 1445
2025
Q4 		$1.06M Buy
47,596
+5,219
+12% +$117K ﹤0.01% 2042
2025
Q3 		$949K Buy
42,377
+819
+2% +$18.3K ﹤0.01% 2090
2025
Q2 		$929K Buy
41,558
+3,181
+8% +$70.7K ﹤0.01% 2011
2025
Q1 		$854K Buy
38,377
+1,494
+4% +$32.9K ﹤0.01% 1989
2024
Q4 		$808K Buy
36,883
+2,434
+7% +$53.7K ﹤0.01% 2032
2024
Q3 		$775K Buy
34,449
+679
+2% +$15.1K ﹤0.01% 2056
2024
Q2 		$737K Buy
33,770
+819
+2% +$17.8K ﹤0.01% 1996
2024
Q1 		$723K Buy
32,951
+6,828
+26% +$150K ﹤0.01% 1965
2023
Q4 		$580K Buy
26,123
+5,667
+28% +$123K ﹤0.01% 2073
2023
Q3 		$441K Sell
20,456
-36,386
-64% -$792K ﹤0.01% 2191
2023
Q2 		$1.25M Buy
56,842
+3,509
+7% +$78.5K 0.01% 1459
2023
Q1 		$1.2M Buy
53,333
+33,457
+168% +$744K 0.01% 1461
2022
Q4 		$436K Buy
+19,876
New +$436K ﹤0.01% 2126

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