Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Cambridge Investment Research 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 		$1.34M Sell
60,405
-49,976
-45% -$1.11M ﹤0.01% 2033
2026
Q1 		$2.46M Buy
110,381
+62,785
+132% +$1.4M 0.01% 1445
2025
Q4 		$1.06M Buy
47,596
+5,219
+12% +$117K ﹤0.01% 2042
2025
Q3 		$949K Buy
42,377
+819
+2% +$18.3K ﹤0.01% 2090
2025
Q2 		$929K Buy
41,558
+3,181
+8% +$70.7K ﹤0.01% 2011
2025
Q1 		$854K Buy
38,377
+1,494
+4% +$32.9K ﹤0.01% 1989
2024
Q4 		$808K Buy
36,883
+2,434
+7% +$53.7K ﹤0.01% 2032
2024
Q3 		$775K Buy
34,449
+679
+2% +$15.1K ﹤0.01% 2056
2024
Q2 		$737K Buy
33,770
+819
+2% +$17.8K ﹤0.01% 1996
2024
Q1 		$723K Buy
32,951
+6,828
+26% +$150K ﹤0.01% 1965
2023
Q4 		$580K Buy
26,123
+5,667
+28% +$123K ﹤0.01% 2073
2023
Q3 		$441K Sell
20,456
-36,386
-64% -$792K ﹤0.01% 2191
2023
Q2 		$1.25M Buy
56,842
+3,509
+7% +$78.5K 0.01% 1459
2023
Q1 		$1.2M Buy
53,333
+33,457
+168% +$744K 0.01% 1461
2022
Q4 		$436K Buy
+19,876
New +$436K ﹤0.01% 2126

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cambridge Investment Research Advisors's IBTI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 45% in Q2 2026, selling an estimated $1.11M and leaving 60,405 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Cambridge Investment Research Advisors first reported a position in IBTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.46M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Cambridge Investment Research Advisors held 60,405 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.34M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 49,976 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.11M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2033 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.46M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.