Consolidated Portfolio Review Corp’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Consolidated Portfolio Review Corp’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	-45,343	Closed	-$1.02M	–	205
2025 Q3	$1.02M	Buy	45,343 +2,468	+6%	+$55.1K	0.13%	177
2025 Q2	$959K	Buy	42,875 +2,809	+7%	+$62.4K	0.13%	171
2025 Q1	$891K	Buy	40,066 +2,764	+7%	+$60.8K	0.14%	163
2024 Q4	$817K	Buy	+37,302	New	+$822K	0.13%	177

Other funds holding IBTI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consolidated Portfolio Review Corp's IBTI Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 45,343 shares — an estimated $1.02M sold.

Consolidated Portfolio Review Corp first reported a position in IBTI in Q4 2024 and held it in 4 quarters. The position peaked at $1.02M in Q3 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 45,343 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $1.02M.
Consolidated Portfolio Review Corp first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Consolidated Portfolio Review Corp's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.02M in Q3 2025.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.