Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$612K	Hold	27,635	–	–	0.41%	56
2026 Q1	$616K	Hold	27,635	–	–	0.5%	51
2025 Q4	$618K	Buy	27,635 +4,559	+20%	+$102K	0.51%	47
2025 Q3	$517K	Sell	23,076 -1,115	-5%	-$24.9K	0.51%	56
2025 Q2	$541K	Hold	24,191	–	–	0.61%	50
2025 Q1	$538K	Buy	24,191 +2,277	+10%	+$50.1K	0.61%	53
2024 Q4	$480K	Buy	+21,914	New	+$483K	0.51%	53

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

Blake Schutter Theil Wealth Advisors's IBTI Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 27,635 shares worth $612K. The position accounts for 0.41% of the portfolio, ranked #56.

Blake Schutter Theil Wealth Advisors first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $618K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 27,635 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $612K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.41% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $618K in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.