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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

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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.

121 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.
  • 121 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.