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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
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

AlphaCore Capital's IBTI Position: Q1 2026 in Review

AlphaCore Capital increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2% in Q1 2026, buying an estimated $22 and bringing the position to 51 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

AlphaCore Capital first reported a position in IBTI in Q1 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • AlphaCore Capital held 51 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.13K as of Q1 2026.
  • AlphaCore Capital bought 1 iShares iBonds Dec 2028 Term Treasury ETF share in Q1 2026, an estimated $22.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1180 holding.
  • AlphaCore Capital first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.