Envestnet Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Envestnet Asset 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	$29.7M	Buy	1,340,234 +69,857	+5%	+$1.55M	0.01%	1171
2026 Q1	$28.3M	Buy	1,270,377 +1,179,570	+1,299%	+$26.4M	0.01%	1117
2025 Q4	$2.03M	Sell	90,807 -784,527	-90%	-$17.6M	﹤0.01%	2811
2025 Q3	$19.6M	Sell	875,334 -108,227	-11%	-$2.42M	0.01%	1292
2025 Q2	$22M	Buy	983,561 +291,617	+42%	+$6.48M	0.01%	1191
2025 Q1	$15.4M	Buy	691,944 +220,791	+47%	+$4.86M	0.01%	1374
2024 Q4	$10.3M	Buy	471,153 +101,392	+27%	+$2.24M	﹤0.01%	1621
2024 Q3	$8.32M	Buy	369,761 +197,692	+115%	+$4.4M	﹤0.01%	1767
2024 Q2	$3.76M	Buy	172,069 +129,097	+300%	+$2.8M	﹤0.01%	2214
2024 Q1	$943K	Buy	42,972 +7,985	+23%	+$176K	﹤0.01%	3067
2023 Q4	$777K	Sell	34,987 -3,040	-8%	-$65.9K	﹤0.01%	3088
2023 Q3	$819K	Buy	38,027 +1,669	+5%	+$36.4K	﹤0.01%	2948
2023 Q2	$800K	Buy	36,358 +9,921	+38%	+$222K	﹤0.01%	2912
2023 Q1	$595K	Buy	+26,437	New	+$588K	﹤0.01%	3035

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

Envestnet Asset Management's IBTI Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5.5% in Q2 2026, buying an estimated $1.55M and bringing the position to 1,340,234 shares worth $29.7M. The position accounts for 0.01% of the portfolio, ranked #1171.

Envestnet Asset Management first reported a position in IBTI in Q1 2023 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Envestnet Asset Management held 1,340,234 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $29.7M as of Q2 2026.
Envestnet Asset Management bought 69,857 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.55M.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1171 holding.
Envestnet Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.