Associated Banc-Corp’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Associated Banc-Corp’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	$1.94M	Buy	87,512 +4,965	+6%	+$110K	0.05%	178
2026 Q1	$1.84M	Sell	82,547 -2,477	-3%	-$55.4K	0.05%	171
2025 Q4	$1.9M	Buy	85,024 +4,385	+5%	+$98.2K	0.05%	171
2025 Q3	$1.81M	Buy	80,639 +6,071	+8%	+$136K	0.05%	179
2025 Q2	$1.67M	Buy	74,568 +15,278	+26%	+$340K	0.05%	177
2025 Q1	$1.32M	Buy	59,290 +162	+0.3%	+$3.57K	0.04%	190
2024 Q4	$1.3M	Buy	59,128 +2,724	+5%	+$60.1K	0.04%	187
2024 Q3	$1.27M	Buy	56,404 +4,983	+10%	+$111K	0.04%	195
2024 Q2	$1.12M	Buy	51,421 +435	+0.9%	+$9.44K	0.03%	195
2024 Q1	$1.12M	Buy	50,986 +1,875	+4%	+$41.3K	0.04%	198
2023 Q4	$1.09M	Buy	49,111 +15,335	+45%	+$333K	0.04%	197
2023 Q3	$728K	Buy	+33,776	New	+$736K	0.03%	217

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

Associated Banc-Corp's IBTI Position: Q2 2026 in Review

Associated Banc-Corp increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6% in Q2 2026, buying an estimated $110K and bringing the position to 87,512 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #178.

Associated Banc-Corp first reported a position in IBTI in Q3 2023 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Associated Banc-Corp held 87,512 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.94M as of Q2 2026.
Associated Banc-Corp bought 4,965 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $110K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Associated Banc-Corp's portfolio in Q2 2026, its #178 holding.
Associated Banc-Corp first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.