Carmel Capital Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Carmel Capital 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 Q2	$10M	Buy	453,564 +162,479	+56%	+$3.6M	3.31%	5
2026 Q1	$6.49M	Buy	291,085 +21,221	+8%	+$474K	2.34%	9
2025 Q4	$6.04M	Buy	269,864 +81,679	+43%	+$1.83M	2.12%	13
2025 Q3	$4.21M	Sell	188,185 -62,048	-25%	-$1.38M	1.78%	13
2025 Q2	$5.6M	Buy	250,233 +3,084	+1%	+$68.6K	1.96%	11
2025 Q1	$5.5M	Buy	247,149 +24,541	+11%	+$540K	2.16%	8
2024 Q4	$4.88M	Buy	222,608 +59,758	+37%	+$1.32M	1.97%	10
2024 Q3	$3.66M	Buy	162,850 +19,225	+13%	+$428K	1.41%	11
2024 Q2	$3.14M	Buy	143,625 +16,393	+13%	+$356K	1.32%	11
2024 Q1	$2.79M	Buy	+127,232	New	+$2.8M	1.15%	12

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

Carmel Capital Partners's IBTI Position: Q2 2026 in Review

Carmel Capital Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 56% in Q2 2026, buying an estimated $3.6M and bringing the position to 453,564 shares worth $10M. The position accounts for 3.31% of the portfolio, ranked #5.

Carmel Capital Partners first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Carmel Capital Partners held 453,564 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $10M as of Q2 2026.
Carmel Capital Partners bought 162,479 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $3.6M.
iShares iBonds Dec 2028 Term Treasury ETF made up 3.31% of Carmel Capital Partners's portfolio in Q2 2026, its #5 holding.
Carmel Capital Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.