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

Cerity 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	$1.15M	Sell	51,775 -9,000	-15%	-$200K	﹤0.01%	1923
2026 Q1	$1.35M	Buy	60,775 +34,873	+135%	+$779K	﹤0.01%	1692
2025 Q4	$579K	Buy	25,902 +3,963	+18%	+$88.7K	﹤0.01%	2009
2025 Q3	$491K	Buy	21,939 +882	+4%	+$19.7K	﹤0.01%	1987
2025 Q2	$471K	Sell	21,057 -93	-0.4%	-$2.07K	﹤0.01%	1899
2025 Q1	$471K	Buy	21,150 +93	+0.4%	+$2.05K	﹤0.01%	1789
2024 Q4	$461K	Buy	21,057 +1,914	+10%	+$42.2K	﹤0.01%	1813
2024 Q3	$431K	Hold	19,143	–	–	﹤0.01%	1856
2024 Q2	$418K	Hold	19,143	–	–	﹤0.01%	1632
2024 Q1	$420K	Buy	19,143 +3,424	+22%	+$75.4K	﹤0.01%	1685
2023 Q4	$349K	Buy	15,719 +2,043	+15%	+$44.3K	﹤0.01%	1441
2023 Q3	$295K	Hold	13,676	–	–	﹤0.01%	1153
2023 Q2	$301K	Buy	13,676 +2,442	+22%	+$54.6K	﹤0.01%	1393
2023 Q1	$253K	Buy	+11,234	New	+$250K	﹤0.01%	1614
2022 Q1	–	Sell	-19,809	Closed	-$498K	–	1016
2021 Q4	$498K	Buy	+19,809	New	+$499K	0.01%	597

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's IBTI Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 15% in Q2 2026, selling an estimated $200K and leaving 51,775 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Cerity Partners first reported a position in IBTI in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.35M in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Cerity Partners held 51,775 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.15M as of Q2 2026.
Cerity Partners sold 9,000 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $200K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1923 holding.
Cerity Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2021 and has held it in 15 quarters since.
Cerity Partners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.35M in Q1 2026.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.