GPS Wealth Strategies Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

GPS Wealth Strategies Group’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	-276	Closed	-$6.18K	–	1018
2025 Q3	$6.18K	Buy	+276	New	+$6.16K	﹤0.01%	1211

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

GPS Wealth Strategies Group's IBTI Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 276 shares — an estimated $6.18K sold.

GPS Wealth Strategies Group first reported a position in IBTI in Q3 2025 and held it in 1 quarter. The position peaked at $6.18K in Q3 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 276 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $6.18K.
GPS Wealth Strategies Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
GPS Wealth Strategies Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $6.18K in Q3 2025.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.