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Venturi Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Venturi Wealth Management’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 		– Sell
-751
Closed -$16.4K – 1170
2024
Q4 		$16.4K Buy
+751
New +$16.6K ﹤0.01% 1301

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Venturi Wealth Management's IBTI Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2025, closing a stake of 751 shares — an estimated $16.4K sold.

Venturi Wealth Management first reported a position in IBTI in Q4 2024 and held it in 1 quarter. The position peaked at $16.4K in Q4 2024. 186 funds tracked by Wall St. Rank hold IBTI as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 751 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2025, an estimated $16.4K.
  • Venturi Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $16.4K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.