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

Clearstead 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
2025
Q4 		– Sell
-153
Closed -$3.42K – 2988
2025
Q3 		$3.42K Buy
+153
New +$3.42K ﹤0.01% 2298

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's IBTI Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 153 shares — an estimated $3.42K sold.

Clearstead Advisors first reported a position in IBTI in Q3 2025 and held it in 1 quarter. The position peaked at $3.42K in Q3 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 153 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $3.42K.
  • Clearstead Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $3.42K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.