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Stonebridge Financial Group (Pennsylvania)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-3,255
Closed -$72.4K – 536
2025
Q1 		$72.4K Hold
3,255
– – 0.01% 337
2024
Q4 		$71.3K Buy
+3,255
New +$71.8K 0.01% 336

Other funds holding IBTI

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IBTI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2025, closing a stake of 3,255 shares — an estimated $72.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBTI in Q4 2024 and held it in 2 quarters. The position peaked at $72.4K in Q1 2025. 191 funds tracked by Wall St. Rank hold IBTI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 3,255 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2025, an estimated $72.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares iBonds Dec 2028 Term Treasury ETF position peaked at $72.4K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.