Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,950	Closed	-$43.6K	–	398
2025 Q4	$43.6K	Buy	+1,950	New	+$43.7K	0.01%	336
2025 Q2	–	Sell	-1,450	Closed	-$32.3K	–	405
2025 Q1	$32.3K	Hold	1,450	–	–	0.01%	359
2024 Q4	$31.8K	Hold	1,450	–	–	0.01%	359
2024 Q3	$32.6K	Hold	1,450	–	–	0.01%	352
2024 Q2	$31.7K	Buy	+1,450	New	+$31.5K	0.01%	330

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBTI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026, closing a stake of 1,950 shares — an estimated $43.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBTI in Q2 2024 and held it in 5 quarters. The position peaked at $43.6K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,950 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $43.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and held it in 5 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2028 Term Treasury ETF position peaked at $43.6K in Q4 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.