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Costello Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Costello Asset Management’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
Q3 		– Sell
-21
Closed -$460 – 677
2025
Q2 		$460 Buy
21
+1
+5% +$22 ﹤0.01% 670
2025
Q1 		$454 Hold
20
– – ﹤0.01% 658
2024
Q4 		$444 Hold
20
– – ﹤0.01% 185
2024
Q3 		$450 Buy
+20
New +$445 ﹤0.01% 191

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Costello Asset Management's IBTI Position: Q3 2025 in Review

Costello Asset Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2025, closing a stake of 21 shares — an estimated $460 sold.

Costello Asset Management first reported a position in IBTI in Q3 2024 and held it in 4 quarters. The position peaked at $460 in Q2 2025. 203 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

  • Costello Asset Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Costello Asset Management sold 21 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2025, an estimated $460.
  • Costello Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and held it in 4 quarters.
  • Costello Asset Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $460 in Q2 2025.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.