LPL Financial
IBTI icon

LPL Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

LPL Financial’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 		$23.2M Buy
1,040,991
+188,327
+22% +$4.21M 0.01% 1358
2025
Q4 		$19.1M Buy
852,664
+244,571
+40% +$5.48M 0.01% 1445
2025
Q3 		$13.6M Buy
608,093
+63,738
+12% +$1.42M ﹤0.01% 1619
2025
Q2 		$12.2M Buy
544,355
+39,125
+8% +$870K ﹤0.01% 1578
2025
Q1 		$11.2M Buy
505,230
+143,434
+40% +$3.16M ﹤0.01% 1516
2024
Q4 		$7.92M Buy
361,796
+66,229
+22% +$1.46M ﹤0.01% 1715
2024
Q3 		$6.65M Buy
295,567
+77,531
+36% +$1.73M ﹤0.01% 1765
2024
Q2 		$4.76M Buy
218,036
+44,706
+26% +$970K ﹤0.01% 1893
2024
Q1 		$3.8M Sell
173,330
-53,504
-24% -$1.18M ﹤0.01% 1998
2023
Q4 		$5.04M Buy
226,834
+206,578
+1,020% +$4.48M ﹤0.01% 1678
2023
Q3 		$437K Buy
20,256
+5,191
+34% +$113K ﹤0.01% 3597
2023
Q2 		$331K Buy
+15,065
New +$337K ﹤0.01% 3764

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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 $1.15B AUM 20.99% 1-Year Est. Return