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Clearstead Trust’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Clearstead Trust’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 		$29.4K Hold
1,329
– – ﹤0.01% 394
2026
Q1 		$29.6K Hold
1,329
– – ﹤0.01% 380
2025
Q4 		$29.7K Buy
+1,329
New +$29.8K ﹤0.01% 394

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

Clearstead Trust's IBTI Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 1,329 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Clearstead Trust first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.7K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Clearstead Trust held 1,329 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $29.4K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #394 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $29.7K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.