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

Snowden 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
2026 Q1	$8.52M	Sell	382,400 -2,389	-0.6%	-$53.4K	0.23%	87
2025 Q4	$8.61M	Buy	384,789 +15,722	+4%	+$352K	0.22%	90
2025 Q3	$8.26M	Buy	369,067 +6,398	+2%	+$143K	0.23%	83
2025 Q2	$8.11M	Sell	362,669 -45	-0%	-$1K	0.24%	84
2025 Q1	$8.07M	Buy	362,714 +29,618	+9%	+$652K	0.26%	80
2024 Q4	$7.3M	Buy	333,096 +38,306	+13%	+$845K	0.23%	86
2024 Q3	$6.63M	Buy	294,790 +271,601	+1,171%	+$6.05M	0.2%	111
2024 Q2	$506K	Buy	23,189 +463	+2%	+$10K	0.02%	747
2024 Q1	$498K	Buy	22,726 +5,249	+30%	+$116K	0.02%	764
2023 Q4	$388K	Buy	17,477 +1,590	+10%	+$34.5K	0.01%	811
2023 Q3	$342K	Buy	+15,887	New	+$346K	0.01%	812

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

Snowden Capital Advisors's IBTI Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.62% in Q1 2026, selling an estimated $53.4K and leaving 382,400 shares worth $8.52M. The position accounts for 0.23% of the portfolio, ranked #87.

Snowden Capital Advisors first reported a position in IBTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.61M in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Snowden Capital Advisors held 382,400 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $8.52M as of Q1 2026.
Snowden Capital Advisors sold 2,389 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $53.4K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.23% of Snowden Capital Advisors's portfolio in Q1 2026, its #87 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $8.61M in Q4 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.