Thoroughbred Financial Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Thoroughbred Financial Services’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	$3.59M	Buy	161,277 +2,655	+2%	+$59.3K	0.21%	101
2025 Q4	$3.55M	Sell	158,622 -3,287	-2%	-$73.6K	0.21%	99
2025 Q3	$3.62M	Buy	161,909 +29,909	+23%	+$668K	0.22%	99
2025 Q2	$2.95M	Sell	132,000 -21,113	-14%	-$469K	0.21%	106
2025 Q1	$3.41M	Buy	153,113 +27,094	+21%	+$596K	0.21%	97
2024 Q4	$2.76M	Buy	126,019 +11,044	+10%	+$243K	0.17%	121
2024 Q3	$2.59M	Buy	114,975 +50,893	+79%	+$1.13M	0.17%	119
2024 Q2	$1.4M	Buy	64,082 +23,454	+58%	+$509K	0.09%	207
2024 Q1	$891K	Buy	40,628 +19,302	+91%	+$425K	0.09%	217
2023 Q4	$473K	Buy	+21,326	New	+$463K	0.04%	367

Other funds holding IBTI

Focus Partners Wealth

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 $501B 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

Mercer Global Advisors

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

Raymond James Financial

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return