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Johnson Bixby & Associates’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Johnson Bixby & 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
2024
Q4 		– Sell
-9,192
Closed -$207K – 120
2024
Q3 		$207K Buy
+9,192
New +$205K 0.03% 106

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Johnson Bixby & Associates's IBTI Position: Q4 2024 in Review

Johnson Bixby & Associates sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2024, closing a stake of 9,192 shares — an estimated $207K sold.

Johnson Bixby & Associates first reported a position in IBTI in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 166 funds tracked by Wall St. Rank hold IBTI as of Q4 2024.

  • Johnson Bixby & Associates reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Bixby & Associates sold 9,192 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2024, an estimated $207K.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Johnson Bixby & Associates's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $207K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2024.

Based on Johnson Bixby & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.