Arax Advisory Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Arax Advisory Partners’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	$41.8M	Buy	+1,889,290	New	+$41.9M	0.28%	66

Other funds holding IBTI

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Arax Advisory Partners's IBTI Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 1,889,290 shares worth $41.8M. The stake represents 0.28% of the portfolio and ranks #66 among its holdings.

176 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Arax Advisory Partners held 1,889,290 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $41.8M as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Arax Advisory Partners position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.28% of Arax Advisory Partners's portfolio in Q2 2026, its #66 holding.
176 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.