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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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MB, Levis & Associates's IBTI Position: Q3 2023 in Review

MB, Levis & Associates sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2023, closing a stake of 128,790 shares — an estimated $2.83M sold.

MB, Levis & Associates first reported a position in IBTI in Q4 2022 and held it in 3 quarters. The position peaked at $2.88M in Q1 2023. 53 funds tracked by Wall St. Rank hold IBTI as of Q3 2023.

  • MB, Levis & Associates reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • MB, Levis & Associates sold 128,790 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2023, an estimated $2.83M.
  • MB, Levis & Associates first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • MB, Levis & Associates's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.88M in Q1 2023.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2023.

Based on MB, Levis & Associates's 13F filing for Q3 2023, filed 7 May 2025.