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

AQR 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	$551K	Buy	24,865 +5,500	+28%	+$122K	﹤0.01%	3348
2026 Q1	$432K	Hold	19,365	–	–	﹤0.01%	3210
2025 Q4	$433K	Hold	19,365	–	–	﹤0.01%	2988
2025 Q3	$433K	Buy	+19,365	New	+$432K	﹤0.01%	2886

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

AQR Capital Management's IBTI Position: Q2 2026 in Review

AQR Capital Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 28% in Q2 2026, buying an estimated $122K and bringing the position to 24,865 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

AQR Capital Management first reported a position in IBTI in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

AQR Capital Management held 24,865 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $551K as of Q2 2026.
AQR Capital Management bought 5,500 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $122K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of AQR Capital Management's portfolio in Q2 2026, its #3348 holding.
AQR Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.