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Alamar Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Alamar Capital 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
2026
Q2 		$281K Hold
12,700
– – 0.14% 72
2026
Q1 		$283K Hold
12,700
– – 0.17% 70
2025
Q4 		$284K Buy
+12,700
New +$284K 0.16% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alamar Capital Management's IBTI Position: Q2 2026 in Review

Alamar Capital Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 12,700 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #72.

Alamar Capital Management first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Alamar Capital Management held 12,700 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $281K as of Q2 2026.
  • Alamar Capital Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.14% of Alamar Capital Management's portfolio in Q2 2026, its #72 holding.
  • Alamar Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Alamar Capital Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $284K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.