Logan Capital Management
IBTI icon

Logan Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Logan Capital Management’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
Q3 		$7.16K Buy
327
+21
+7% +$463 ﹤0.01% 365
2026
Q2 		$6.77K Buy
+306
New +$6.79K ﹤0.01% 365
2025
Q4 		– Sell
-306
Closed -$6.85K – 359
2025
Q3 		$6.85K Buy
306
+17
+6% +$379 ﹤0.01% 370
2025
Q2 		$6.46K Hold
289
– – ﹤0.01% 359
2025
Q1 		$6.43K Buy
+289
New +$6.36K ﹤0.01% 440
2024
Q4 		– Hold
0
– – – 415
2024
Q3 		– Hold
0
– – – 394

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Logan Capital Management's IBTI Position: Q3 2026 in Review

Logan Capital Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6.9% in Q3 2026, buying an estimated $463 and bringing the position to 327 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Logan Capital Management first reported a position in IBTI in Q1 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Logan Capital Management held 327 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $7.16K as of Q3 2026.
  • Logan Capital Management bought 21 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $463.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q3 2026, its #365 holding.
  • Logan Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Logan Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.