Level Four Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTI
B
BCM
HWA
Level Four Advisory Services's IBTI Position: Q1 2026 in Review
Level Four Advisory Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.02% in Q1 2026, buying an estimated $67 and bringing the position to 12,813 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #732.
Level Four Advisory Services first reported a position in IBTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.
- Level Four Advisory Services held 12,813 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $286K as of Q1 2026.
- Level Four Advisory Services bought 3 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $67.
- iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #732 holding.
- Level Four Advisory Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
- Level Four Advisory Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $287K in Q4 2025.
- 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.