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

Pineridge 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
2025 Q3	$5.3M	Sell	236,634 -27,549	-10%	-$615K	1.51%	8
2025 Q2	$5.91M	Sell	264,183 -17,776	-6%	-$395K	2.14%	5
2025 Q1	$6.27M	Sell	281,959 -19,568	-6%	-$431K	2.45%	5
2024 Q4	$6.6M	Sell	301,527 -26,702	-8%	-$589K	2.5%	7
2024 Q3	$7.39M	Sell	328,229 -71,973	-18%	-$1.6M	2.79%	6
2024 Q2	$8.74M	Sell	400,202 -39,983	-9%	-$868K	2.98%	6
2024 Q1	$9.66M	Sell	440,185 -28,303	-6%	-$623K	3.4%	7
2023 Q4	$10.4M	Buy	+468,488	New	+$10.2M	3.45%	8

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pineridge Advisors's IBTI Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 10% in Q3 2025, selling an estimated $615K and leaving 236,634 shares worth $5.3M. The position accounts for 1.51% of the portfolio, ranked #8.

Pineridge Advisors first reported a position in IBTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.4M in Q4 2023. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

Pineridge Advisors held 236,634 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $5.3M as of Q3 2025.
Pineridge Advisors sold 27,549 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2025, an estimated $615K.
iShares iBonds Dec 2028 Term Treasury ETF made up 1.51% of Pineridge Advisors's portfolio in Q3 2025, its #8 holding.
Pineridge Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $10.4M in Q4 2023.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.