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Nottingham Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Nottingham Advisors’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
2024
Q3 		– Sell
-15,458
Closed -$337K – 153
2024
Q2 		$337K Sell
15,458
-14,985
-49% -$325K 0.04% 121
2024
Q1 		$668K Sell
30,443
-31,190
-51% -$686K 0.08% 77
2023
Q4 		$1.37M Sell
61,633
-395,393
-87% -$8.58M 0.19% 57
2023
Q3 		$8.03M Buy
457,026
+240,892
+111% +$5.25M 1.24% 23
2023
Q2 		$4.75M Buy
216,134
+3,117
+1% +$69.7K 0.62% 30
2023
Q1 		$4.79M Buy
+213,017
New +$4.74M 0.64% 32

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return