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Blue Square Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Blue Square Asset 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 		$258K Hold
11,643
– – 0.1% 71
2026
Q1 		$259K Buy
11,643
+470
+4% +$10.5K 0.12% 67
2025
Q4 		$250K Buy
+11,173
New +$250K 0.11% 61

Other funds holding IBTI

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Blue Square Asset Management's IBTI Position: Q2 2026 in Review

Blue Square Asset Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 11,643 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #71.

Blue Square Asset Management first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q1 2026. 42 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Blue Square Asset Management held 11,643 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $258K as of Q2 2026.
  • Blue Square Asset Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.1% of Blue Square Asset Management's portfolio in Q2 2026, its #71 holding.
  • Blue Square Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Blue Square Asset Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $259K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.