Blue Trust Inc’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Blue Trust Inc’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	$47.1K	Buy	+2,127	New	+$47.2K	﹤0.01%	1371

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

Blue Trust Inc's IBTI Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 2,127 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings.

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

Blue Trust Inc held 2,127 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $47.1K as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Blue Trust Inc position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1371 holding.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.