IA
IBTI icon

IFP Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

IFP Advisors’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
2026
Q1 		$4.17M Buy
187,219
+2,489
+1% +$55.6K 0.09% 253
2025
Q4 		$4.13M Buy
184,730
+8,088
+5% +$181K 0.09% 230
2025
Q3 		$3.95M Sell
176,642
-50,682
-22% -$1.13M 0.1% 210
2025
Q2 		$5.08M Buy
227,324
+10,560
+5% +$235K 0.14% 152
2025
Q1 		$4.82M Buy
216,764
+6,865
+3% +$151K 0.15% 151
2024
Q4 		$4.6M Buy
209,899
+79,288
+61% +$1.75M 0.15% 144
2024
Q3 		$2.94M Buy
130,611
+56,824
+77% +$1.27M 0.11% 217
2024
Q2 		$1.61M Buy
73,787
+37,783
+105% +$820K 0.06% 315
2024
Q1 		$790K Buy
36,004
+89
+0.2% +$1.96K 0.03% 471
2023
Q4 		$798K Buy
+35,915
New +$779K 0.04% 445

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return