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Private Management Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Private Management Group’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
2026
Q1 		– Sell
-9,013
Closed -$202K – 318
2025
Q4 		$202K Buy
+9,013
New +$202K 0.01% 298

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Private Management Group's IBTI Position: Q1 2026 in Review

Private Management Group sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026, closing a stake of 9,013 shares — an estimated $202K sold.

Private Management Group first reported a position in IBTI in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 251 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Private Management Group reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Private Management Group sold 9,013 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $202K.
  • Private Management Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Private Management Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $202K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.