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Hamel Associates’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Hamel Associates’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
-11,048
Closed -$247K – 85
2025
Q3 		$247K Buy
11,048
+458
+4% +$10.2K 0.08% 74
2025
Q2 		$237K Buy
+10,590
New +$235K 0.08% 75

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hamel Associates's IBTI Position: Q4 2025 in Review

Hamel Associates sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 11,048 shares — an estimated $247K sold.

Hamel Associates first reported a position in IBTI in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

  • Hamel Associates reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hamel Associates sold 11,048 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $247K.
  • Hamel Associates first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Hamel Associates's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $247K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Hamel Associates's 13F filing for Q4 2025, filed 11 Feb 2026.