Chatham Capital Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Chatham Capital Group’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	$3.31M	Buy	149,365 +1,400	+0.9%	+$31K	0.42%	72
2026 Q1	$3.3M	Buy	147,965 +3,365	+2%	+$75.2K	0.48%	63
2025 Q4	$3.23M	Buy	144,600 +84,950	+142%	+$1.9M	0.46%	67
2025 Q3	$1.34M	Buy	+59,650	New	+$1.33M	0.19%	113

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

Chatham Capital Group's IBTI Position: Q2 2026 in Review

Chatham Capital Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.95% in Q2 2026, buying an estimated $31K and bringing the position to 149,365 shares worth $3.31M. The position accounts for 0.42% of the portfolio, ranked #72.

Chatham Capital Group first reported a position in IBTI in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Chatham Capital Group held 149,365 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.31M as of Q2 2026.
Chatham Capital Group bought 1,400 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $31K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.42% of Chatham Capital Group's portfolio in Q2 2026, its #72 holding.
Chatham Capital Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.