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

Prosperity Capital 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 Q4	–	Sell	-11,265	Closed	-$252K	–	416
2025 Q3	$252K	Buy	11,265 +104	+0.9%	+$2.32K	0.01%	374
2025 Q2	$250K	Sell	11,161 -476	-4%	-$10.6K	0.02%	351
2025 Q1	$258K	Sell	11,637 -393	-3%	-$8.65K	0.02%	316
2024 Q4	$264K	Sell	12,030 -134	-1%	-$2.95K	0.02%	303
2024 Q3	$274K	Buy	12,164 +1,527	+14%	+$34K	0.02%	290
2024 Q2	$232K	Buy	+10,637	New	+$231K	0.03%	288

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AAIM

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Prosperity Capital Advisors's IBTI Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 11,265 shares — an estimated $252K sold.

Prosperity Capital Advisors first reported a position in IBTI in Q2 2024 and held it in 6 quarters. The position peaked at $274K in Q3 2024. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 11,265 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $252K.
Prosperity Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Prosperity Capital Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $274K in Q3 2024.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.