Equitable Holdings’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Equitable Holdings’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	$470K	Buy	21,225 +790	+4%	+$17.5K	﹤0.01%	1354
2026 Q1	$457K	Buy	20,435 +1,500	+8%	+$33.5K	﹤0.01%	1283
2025 Q4	$423K	Buy	18,935 +4,282	+29%	+$95.9K	﹤0.01%	1170
2025 Q3	$328K	Buy	14,653 +3,917	+36%	+$87.4K	﹤0.01%	1220
2025 Q2	$240K	Buy	10,736 +1,477	+16%	+$32.8K	﹤0.01%	1297
2025 Q1	$206K	Buy	+9,259	New	+$204K	﹤0.01%	1241

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

Equitable Holdings's IBTI Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.9% in Q2 2026, buying an estimated $17.5K and bringing the position to 21,225 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Equitable Holdings 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.

Equitable Holdings held 21,225 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $470K as of Q2 2026.
Equitable Holdings bought 790 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $17.5K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1354 holding.
Equitable Holdings 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.