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

Ameriprise’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	$17.8M	Buy	804,732 +1,882	+0.2%	+$41.7K	﹤0.01%	1626
2026 Q1	$17.9M	Buy	802,850 +318,466	+66%	+$7.12M	﹤0.01%	1486
2025 Q4	$10.8M	Buy	484,384 +113,263	+31%	+$2.54M	﹤0.01%	1851
2025 Q3	$8.29M	Buy	371,121 +153,700	+71%	+$3.43M	﹤0.01%	2059
2025 Q2	$4.86M	Sell	217,421 -13,738	-6%	-$305K	﹤0.01%	2384
2025 Q1	$5.15M	Buy	231,159 +35,301	+18%	+$777K	﹤0.01%	2294
2024 Q4	$4.29M	Sell	195,858 -49,145	-20%	-$1.08M	﹤0.01%	2466
2024 Q3	$5.52M	Sell	245,003 -35,590	-13%	-$793K	﹤0.01%	2306
2024 Q2	$6.13M	Sell	280,593 -13,188	-4%	-$286K	﹤0.01%	2153
2024 Q1	$6.44M	Buy	293,781 +34,392	+13%	+$757K	﹤0.01%	2172
2023 Q4	$5.87M	Buy	259,389 +232,183	+853%	+$5.04M	﹤0.01%	2229
2023 Q3	$586K	Buy	+27,206	New	+$593K	﹤0.01%	3345

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

Ameriprise's IBTI Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.23% in Q2 2026, buying an estimated $41.7K and bringing the position to 804,732 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Ameriprise first reported a position in IBTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Ameriprise held 804,732 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $17.8M as of Q2 2026.
Ameriprise bought 1,882 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $41.7K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1626 holding.
Ameriprise first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Ameriprise's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $17.9M in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.