Advisory Services Network’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Advisory Services Network’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	$296K	Buy	13,280 +1,257	+10%	+$28.1K	﹤0.01%	1589
2025 Q4	$269K	Buy	+12,023	New	+$269K	﹤0.01%	1542
2024 Q1	–	Sell	-603	Closed	-$13.4K	–	2483
2023 Q4	$13.4K	Buy	+603	New	+$13.1K	﹤0.01%	2727
2023 Q2	–	Sell	-603	Closed	-$13.6K	–	2457
2023 Q1	$13.6K	Hold	603	–	–	﹤0.01%	2739
2022 Q4	$13.2K	Buy	+603	New	+$13.2K	﹤0.01%	2719
2021 Q3	–	Sell	-461	Closed	-$12K	–	2269
2021 Q2	$12K	Buy	+461	New	+$11.7K	﹤0.01%	2709

Other funds holding IBTI

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 $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

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

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

BCM

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Advisory Services Network's IBTI Position: Q1 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 10% in Q1 2026, buying an estimated $28.1K and bringing the position to 13,280 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Advisory Services Network first reported a position in IBTI in Q2 2021 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Advisory Services Network held 13,280 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $296K as of Q1 2026.
Advisory Services Network bought 1,257 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $28.1K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1589 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2021 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.