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Conrad Siegel Investment Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Conrad Siegel Investment Advisors’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 		$224K Buy
10,102
+318
+3% +$7.05K 0.04% 69
2026
Q1 		$218K Buy
9,784
+207
+2% +$4.63K 0.04% 61
2025
Q4 		$214K Buy
+9,577
New +$214K 0.04% 57

Other funds holding IBTI

SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBTI Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.3% in Q2 2026, buying an estimated $7.05K and bringing the position to 10,102 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #69.

Conrad Siegel Investment Advisors first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Conrad Siegel Investment Advisors held 10,102 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $224K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 318 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $7.05K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.