Autumn Glory Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Autumn Glory 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 Q1	$306K	Buy	13,717 +28	+0.2%	+$626	0.11%	162
2025 Q4	$306K	Buy	13,689 +57	+0.4%	+$1.28K	0.11%	162
2025 Q3	$305K	Buy	13,632 +714	+6%	+$15.9K	0.13%	155
2025 Q2	$289K	Buy	12,918 +30	+0.2%	+$667	0.14%	144
2025 Q1	$287K	Hold	12,888	–	–	0.14%	137
2024 Q4	$282K	Buy	12,888 +135	+1%	+$2.98K	0.14%	140
2024 Q3	$287K	Hold	12,753	–	–	0.11%	171
2024 Q2	$278K	Hold	12,753	–	–	0.14%	136
2024 Q1	$280K	Hold	12,753	–	–	0.14%	133
2023 Q4	$283K	Buy	12,753 +767	+6%	+$16.6K	0.16%	127
2023 Q3	$258K	Buy	+11,986	New	+$261K	0.16%	126

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

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

HWA

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

Autumn Glory Partners's IBTI Position: Q1 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.2% in Q1 2026, buying an estimated $626 and bringing the position to 13,717 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #162.

Autumn Glory Partners first reported a position in IBTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $306K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Autumn Glory Partners held 13,717 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $306K as of Q1 2026.
Autumn Glory Partners bought 28 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $626.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.11% of Autumn Glory Partners's portfolio in Q1 2026, its #162 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Autumn Glory Partners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $306K in Q4 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.