DecisionMap Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

DecisionMap Wealth Management’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	$360K	Buy	16,249 +4,268	+36%	+$94.6K	0.2%	102
2026 Q1	$267K	Hold	11,981	–	–	0.17%	111
2025 Q4	$268K	Buy	11,981 +309	+3%	+$6.92K	0.17%	110
2025 Q3	$261K	Hold	11,672	–	–	0.17%	105
2025 Q2	$261K	Buy	11,672 +2,670	+30%	+$59.4K	0.18%	104
2025 Q1	$200K	Buy	+9,002	New	+$198K	0.15%	117

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

DecisionMap Wealth Management's IBTI Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 36% in Q2 2026, buying an estimated $94.6K and bringing the position to 16,249 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #102.

DecisionMap Wealth Management first reported a position in IBTI in Q1 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

DecisionMap Wealth Management held 16,249 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $360K as of Q2 2026.
DecisionMap Wealth Management bought 4,268 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $94.6K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.2% of DecisionMap Wealth Management's portfolio in Q2 2026, its #102 holding.
DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.