Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Commonwealth Equity Services’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 		$12.8M Sell
575,054
-11,736
-2% -$262K 0.02% 757
2025
Q4 		$13.1M Buy
586,790
+19,665
+3% +$440K 0.02% 764
2025
Q3 		$12.7M Sell
567,125
-30,344
-5% -$677K 0.02% 788
2025
Q2 		$13.4M Buy
597,469
+7,659
+1% +$170K 0.02% 745
2025
Q1 		$13.1M Buy
589,810
+16,874
+3% +$371K 0.02% 739
2024
Q4 		$12.5M Buy
572,936
+8,111
+1% +$179K 0.02% 713
2024
Q3 		$12.7M Buy
564,825
+12,542
+2% +$279K 0.02% 716
2024
Q2 		$12.1M Buy
552,283
+11,878
+2% +$258K 0.02% 725
2024
Q1 		$11.9M Buy
540,405
+67,443
+14% +$1.48M 0.02% 706
2023
Q4 		$10.5M Buy
472,962
+359,611
+317% +$7.8M 0.02% 715
2023
Q3 		$2.44M Buy
113,351
+14,640
+15% +$319K 0.01% 1476
2023
Q2 		$2.17M Buy
98,711
+15,736
+19% +$352K ﹤0.01% 1564
2023
Q1 		$1.87K Buy
+82,975
New +$1.85M ﹤0.01% 1603

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