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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$415K	Buy	18,544 +184	+1%	+$4.11K	﹤0.01%	881
2025 Q1	$409K	Buy	18,360 +118	+0.6%	+$2.63K	﹤0.01%	855
2024 Q4	$400K	Buy	+18,242	New	+$400K	﹤0.01%	872