William Blair & Company’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

William Blair & Company’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	-1,082	Closed	-$24.2K	–	1903
2025 Q3	$24.2K	Sell	1,082 -1,204	-53%	-$26.9K	﹤0.01%	1706
2025 Q2	$51.1K	Sell	2,286 -210	-8%	-$4.67K	﹤0.01%	1608
2025 Q1	$55.5K	Buy	2,496 +1,286	+106%	+$28.3K	﹤0.01%	1573
2024 Q4	$26.5K	Hold	1,210	–	–	﹤0.01%	1671
2024 Q3	$27.2K	Hold	1,210	–	–	﹤0.01%	1684
2024 Q2	$26.4K	Buy	+1,210	New	+$26.3K	﹤0.01%	1666

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

William Blair & Company's IBTI Position: Q4 2025 in Review

William Blair & Company sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 1,082 shares — an estimated $24.2K sold.

William Blair & Company first reported a position in IBTI in Q2 2024 and held it in 6 quarters. The position peaked at $55.5K in Q1 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

William Blair & Company reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
William Blair & Company sold 1,082 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $24.2K.
William Blair & Company first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
William Blair & Company's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $55.5K in Q1 2025.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.