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HRT Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

HRT Financial’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 		– Sell
-88,083
Closed -$1.96M – 3057
2025
Q1 		$1.96M Buy
+88,083
New +$1.94M 0.01% 821
2024
Q4 		– Sell
-52,565
Closed -$1.18M – 2776
2024
Q3 		$1.18M Buy
+52,565
New +$1.17M 0.01% 1151

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return

HRT Financial's IBTI Position: Q2 2025 in Review

HRT Financial sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2025, closing a stake of 88,083 shares — an estimated $1.96M sold.

HRT Financial first reported a position in IBTI in Q3 2024 and held it in 2 quarters. The position peaked at $1.96M in Q1 2025. 190 funds tracked by Wall St. Rank hold IBTI as of Q2 2025.

  • HRT Financial reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 88,083 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2025, an estimated $1.96M.
  • HRT Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • HRT Financial's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.96M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.