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Montag & Associates’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Montag & 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
2025
Q1 		– Sell
-4,504
Closed -$98.7K – 1017
2024
Q4 		$98.7K Buy
+4,504
New +$99.3K ﹤0.01% 503

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montag & Associates's IBTI Position: Q1 2025 in Review

Montag & Associates sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2025, closing a stake of 4,504 shares — an estimated $98.7K sold.

Montag & Associates first reported a position in IBTI in Q4 2024 and held it in 1 quarter. The position peaked at $98.7K in Q4 2024. 186 funds tracked by Wall St. Rank hold IBTI as of Q1 2025.

  • Montag & Associates reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Montag & Associates sold 4,504 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2025, an estimated $98.7K.
  • Montag & Associates first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Montag & Associates's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $98.7K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.