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Exchange Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Exchange Capital 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
Q2 		$250K Buy
+11,179
New +$248K 0.04% 198

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.87B AUM 24.22% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

Exchange Capital Management's IBTI Position: Q2 2025 in Review

Exchange Capital Management opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2025: 11,179 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

191 funds tracked by Wall St. Rank hold IBTI as of Q2 2025.

  • Exchange Capital Management held 11,179 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $250K as of Q2 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Exchange Capital Management position in Q2 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Exchange Capital Management's portfolio in Q2 2025, its #198 holding.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.