Royal Bank of Canada
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Royal Bank of Canada’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Royal Bank of Canada’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 		$21M Buy
940,676
+191,447
+26% +$4.28M ﹤0.01% 1417
2025
Q4 		$16.8M Buy
749,229
+245,592
+49% +$5.5M ﹤0.01% 1611
2025
Q3 		$11.3M Buy
503,637
+38,591
+8% +$861K ﹤0.01% 2070
2025
Q2 		$10.4M Sell
465,046
-31,845
-6% -$708K ﹤0.01% 2008
2025
Q1 		$11.1M Buy
496,891
+43,267
+10% +$953K ﹤0.01% 1674
2024
Q4 		$9.94M Sell
453,624
-247,540
-35% -$5.46M ﹤0.01% 1798
2024
Q3 		$15.8M Buy
701,164
+44,502
+7% +$991K ﹤0.01% 1498
2024
Q2 		$14.3M Buy
656,662
+293,471
+81% +$6.37M ﹤0.01% 1444
2024
Q1 		$7.97M Buy
363,191
+29,251
+9% +$644K ﹤0.01% 1842
2023
Q4 		$7.42M Buy
333,940
+99,905
+43% +$2.17M ﹤0.01% 1949
2023
Q3 		$5.04M Buy
234,035
+167,015
+249% +$3.64M ﹤0.01% 2081
2023
Q2 		$1.48M Buy
67,020
+7,389
+12% +$165K ﹤0.01% 3081
2023
Q1 		$1.34M Buy
+59,631
New +$1.33M ﹤0.01% 3124

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return