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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Equitable Holdings's IBTI Position: Q1 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.9% in Q1 2026, buying an estimated $33.5K and bringing the position to 20,435 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Equitable Holdings first reported a position in IBTI in Q1 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Equitable Holdings held 20,435 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $457K as of Q1 2026.
Equitable Holdings bought 1,500 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $33.5K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1283 holding.
Equitable Holdings first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.