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FullCircle Wealth’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

FullCircle Wealth’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 		$637K Sell
28,488
-454
-2% -$10.1K 0.22% 129
2025
Q2 		$646K Hold
28,942
– – 0.24% 122
2025
Q1 		$647K Buy
28,942
+15,623
+117% +$344K 0.27% 115
2024
Q4 		$292K Buy
+13,319
New +$294K 0.12% 159

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FullCircle Wealth's IBTI Position: Q3 2025 in Review

FullCircle Wealth reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.6% in Q3 2025, selling an estimated $10.1K and leaving 28,488 shares worth $637K. The position accounts for 0.22% of the portfolio, ranked #129.

FullCircle Wealth first reported a position in IBTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $647K in Q1 2025. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

  • FullCircle Wealth held 28,488 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $637K as of Q3 2025.
  • FullCircle Wealth sold 454 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2025, an estimated $10.1K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.22% of FullCircle Wealth's portfolio in Q3 2025, its #129 holding.
  • FullCircle Wealth first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $647K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.