AlTi Global’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

AlTi Global’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Hold	49,825	–	–	0.03%	232
2026 Q1	$1.26M	Hold	49,825	–	–	0.03%	205
2025 Q4	$1.27M	Buy	49,825 +9,825	+25%	+$250K	0.03%	206
2025 Q3	$1.02M	Hold	40,000	–	–	0.02%	241
2025 Q2	$1.01M	Hold	40,000	–	–	0.03%	231
2025 Q1	$1.01M	Buy	+40,000	New	+$1M	0.03%	202

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlTi Global's IBDT Position: Q2 2026 in Review

AlTi Global held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 49,825 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #232.

AlTi Global first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

AlTi Global held 49,825 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.26M as of Q2 2026.
AlTi Global left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of AlTi Global's portfolio in Q2 2026, its #232 holding.
AlTi Global first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
AlTi Global's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.27M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.