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

Alessandra 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	$235K	Buy	+10,600	New	+$235K	0.17%	109

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Alessandra Capital Management opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 10,600 shares worth $235K. The stake represents 0.17% of the portfolio and ranks #109 among its holdings.

257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Alessandra Capital Management held 10,600 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $235K as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Alessandra Capital Management position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.17% of Alessandra Capital Management's portfolio in Q2 2026, its #109 holding.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.