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

Lowe Wealth 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
2025 Q3	$94.4K	Hold	4,218	–	–	0.03%	104
2025 Q2	$94.3K	Sell	4,218 -1,127	-21%	-$25.1K	0.04%	93
2025 Q1	$119K	Buy	+5,345	New	+$118K	0.05%	79
2024 Q4	–	Sell	-102	Closed	-$2.3K	–	368
2024 Q3	$2.3K	Hold	102	–	–	﹤0.01%	273
2024 Q2	$2.23K	Buy	+102	New	+$2.21K	﹤0.01%	275

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Lowe Wealth Advisors's IBTI Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q3 2025 at 4,218 shares worth $94.4K. The position accounts for 0.03% of the portfolio, ranked #104.

Lowe Wealth Advisors first reported a position in IBTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $119K in Q1 2025. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

Lowe Wealth Advisors held 4,218 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $94.4K as of Q3 2025.
Lowe Wealth Advisors left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #104 holding.
Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
Lowe Wealth Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $119K in Q1 2025.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.