Truist Financial
IBTI icon

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

Truist Financial’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 		$2.01M Buy
90,165
+1,894
+2% +$42.3K ﹤0.01% 1321
2025
Q4 		$1.97M Sell
88,271
-8,824
-9% -$198K ﹤0.01% 1292
2025
Q3 		$2.17M Sell
97,095
-2,558
-3% -$57.1K ﹤0.01% 1292
2025
Q2 		$2.23M Sell
99,653
-3,755
-4% -$83.5K ﹤0.01% 1219
2025
Q1 		$2.3M Sell
103,408
-5,134
-5% -$113K ﹤0.01% 1154
2024
Q4 		$2.38M Sell
108,542
-38,515
-26% -$849K ﹤0.01% 1154
2024
Q3 		$3.31M Sell
147,057
-81,160
-36% -$1.81M 0.01% 1005
2024
Q2 		$4.98M Sell
228,217
-939,720
-80% -$20.4M 0.01% 861
2024
Q1 		$25.6M Sell
1,167,937
-11,579
-1% -$255K 0.04% 363
2023
Q4 		$25.8M Buy
+1,179,516
New +$25.6M 0.04% 346

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return