Strategic Blueprint’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Strategic Blueprint’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 Q4	–	Sell	-236,232	Closed	-$5.29M	–	707
2025 Q3	$5.29M	Buy	236,232 +112,374	+91%	+$2.51M	0.23%	105
2025 Q2	$2.77M	Buy	123,858 +67,552	+120%	+$1.5M	0.14%	158
2025 Q1	$1.25M	Buy	56,306 +16,054	+40%	+$353K	0.07%	245
2024 Q4	$882K	Buy	40,252 +745	+2%	+$16.4K	0.05%	287
2024 Q3	$889K	Buy	39,507 +15,929	+68%	+$355K	0.06%	277
2024 Q2	$515K	Buy	23,578 +3,458	+17%	+$75K	0.04%	373
2024 Q1	$441K	Buy	+20,120	New	+$443K	0.03%	410

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Strategic Blueprint's IBTI Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 236,232 shares — an estimated $5.29M sold.

Strategic Blueprint first reported a position in IBTI in Q1 2024 and held it in 7 quarters. The position peaked at $5.29M in Q3 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

Strategic Blueprint reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 236,232 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $5.29M.
Strategic Blueprint first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Strategic Blueprint's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $5.29M in Q3 2025.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.