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

AlphaCore Capital’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	$1.13K	Hold	51	–	–	﹤0.01%	1458
2026 Q1	$1.13K	Buy	51 +1	+2%	+$22	﹤0.01%	1180
2025 Q4	$1.13K	Hold	50	–	–	﹤0.01%	1400
2025 Q3	$1.11K	Buy	50 +1	+2%	+$22	﹤0.01%	1065
2025 Q2	$1.1K	Hold	49	–	–	﹤0.01%	1042
2025 Q1	$1.08K	Buy	+49	New	+$1.08K	﹤0.01%	755

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

AlphaCore Capital's IBTI Position: Q2 2026 in Review

AlphaCore Capital held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 51 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

AlphaCore Capital first reported a position in IBTI in Q1 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

AlphaCore Capital held 51 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.13K as of Q2 2026.
AlphaCore Capital left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1458 holding.
AlphaCore Capital first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.