Smithbridge Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Smithbridge Asset Management’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	$401K	Sell	18,000 -18,000	-50%	-$402K	0.06%	143
2025 Q4	$805K	Buy	36,000 +18,000	+100%	+$403K	0.07%	117
2025 Q3	$403K	Buy	+18,000	New	+$402K	0.06%	126

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 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 $1.29B AUM 22.27% 1-Year Est. Return

Smithbridge Asset Management's IBTI Position: Q1 2026 in Review

Smithbridge Asset Management reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 50% in Q1 2026, selling an estimated $402K and leaving 18,000 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #143.

Smithbridge Asset Management first reported a position in IBTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $805K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Smithbridge Asset Management held 18,000 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $401K as of Q1 2026.
Smithbridge Asset Management sold 18,000 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $402K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Smithbridge Asset Management's portfolio in Q1 2026, its #143 holding.
Smithbridge Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
Smithbridge Asset Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $805K in Q4 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.