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Carmel Capital Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Carmel Capital Partners’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 		$6.49M Buy
291,085
+21,221
+8% +$474K 2.34% 9
2025
Q4 		$6.04M Buy
269,864
+81,679
+43% +$1.83M 2.12% 13
2025
Q3 		$4.21M Sell
188,185
-62,048
-25% -$1.38M 1.78% 13
2025
Q2 		$5.6M Buy
250,233
+3,084
+1% +$68.6K 1.96% 11
2025
Q1 		$5.5M Buy
247,149
+24,541
+11% +$540K 2.16% 8
2024
Q4 		$4.88M Buy
222,608
+59,758
+37% +$1.32M 1.97% 10
2024
Q3 		$3.66M Buy
162,850
+19,225
+13% +$428K 1.41% 11
2024
Q2 		$3.14M Buy
143,625
+16,393
+13% +$356K 1.32% 11
2024
Q1 		$2.79M Buy
+127,232
New +$2.8M 1.15% 12

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
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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