MB, Levis & Associates’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

MB, Levis & Associates’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
2023 Q3	–	Sell	-128,790	Closed	-$2.83M	–	287
2023 Q2	$2.83M	Buy	128,790 +913	+0.7%	+$20.4K	1.82%	12
2023 Q1	$2.88M	Buy	127,877 +357	+0.3%	+$7.94K	2%	12
2022 Q4	$2.8M	Buy	+127,520	New	+$2.8M	2.19%	9

Other funds holding IBTI

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return