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Spectrum Wealth Counsel’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$116K Hold
5,195
– – 0.01% 142
2024
Q4 		$114K Sell
5,195
-52
-1% -$1.15K 0.01% 144
2024
Q3 		$118K Hold
5,247
– – 0.01% 138
2024
Q2 		$115K Buy
5,247
+2,197
+72% +$47.7K 0.01% 152
2024
Q1 		$66.9K Buy
3,050
+18
+0.6% +$396 0.01% 191
2023
Q4 		$67.4K Buy
+3,032
New +$65.8K 0.01% 178

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's IBTI Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2025 at 5,195 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #142.

Spectrum Wealth Counsel first reported a position in IBTI in Q4 2023 and has held it in 6 quarters since. The position peaked at $118K in Q3 2024. 186 funds tracked by Wall St. Rank hold IBTI as of Q1 2025.

  • Spectrum Wealth Counsel held 5,195 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $116K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #142 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $118K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.