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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Cerity Partners's IBTI Position: Q1 2026 in Review

Cerity Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 135% in Q1 2026, buying an estimated $779K and bringing the position to 60,775 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Cerity Partners first reported a position in IBTI in Q4 2021 and has held it in 14 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Cerity Partners held 60,775 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.35M as of Q1 2026.
Cerity Partners bought 34,873 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $779K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1692 holding.
Cerity Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2021 and has held it in 14 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.