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

Envestnet 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
2026
Q1 		$28.3M Buy
1,270,377
+1,179,570
+1,299% +$26.4M 0.01% 1117
2025
Q4 		$2.03M Sell
90,807
-784,527
-90% -$17.6M ﹤0.01% 2811
2025
Q3 		$19.6M Sell
875,334
-108,227
-11% -$2.42M 0.01% 1292
2025
Q2 		$22M Buy
983,561
+291,617
+42% +$6.48M 0.01% 1191
2025
Q1 		$15.4M Buy
691,944
+220,791
+47% +$4.86M 0.01% 1374
2024
Q4 		$10.3M Buy
471,153
+101,392
+27% +$2.24M ﹤0.01% 1621
2024
Q3 		$8.32M Buy
369,761
+197,692
+115% +$4.4M ﹤0.01% 1767
2024
Q2 		$3.76M Buy
172,069
+129,097
+300% +$2.8M ﹤0.01% 2214
2024
Q1 		$943K Buy
42,972
+7,985
+23% +$176K ﹤0.01% 3067
2023
Q4 		$777K Sell
34,987
-3,040
-8% -$65.9K ﹤0.01% 3088
2023
Q3 		$819K Buy
38,027
+1,669
+5% +$36.4K ﹤0.01% 2948
2023
Q2 		$800K Buy
36,358
+9,921
+38% +$222K ﹤0.01% 2912
2023
Q1 		$595K Buy
+26,437
New +$588K ﹤0.01% 3035

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
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