Essential Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Essential Planning’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	$2.06M	Sell	92,246 -3,358	-4%	-$75.1K	0.65%	25
2025 Q4	$2.14M	Buy	95,604 +83,105	+665%	+$1.86M	0.68%	25
2025 Q3	$280K	Buy	12,499 +78	+0.6%	+$1.74K	0.1%	74
2025 Q2	$278K	Buy	12,421 +77	+0.6%	+$1.71K	0.1%	71
2025 Q1	$275K	Sell	12,344 -487,663	-98%	-$10.7M	0.11%	68
2024 Q4	$11M	Buy	+500,007	New	+$11M	0.07%	79

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

Essential Planning's IBTI Position: Q1 2026 in Review

Essential Planning reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.5% in Q1 2026, selling an estimated $75.1K and leaving 92,246 shares worth $2.06M. The position accounts for 0.65% of the portfolio, ranked #25.

Essential Planning first reported a position in IBTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $11M in Q4 2024. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Essential Planning held 92,246 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.06M as of Q1 2026.
Essential Planning sold 3,358 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $75.1K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.65% of Essential Planning's portfolio in Q1 2026, its #25 holding.
Essential Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Essential Planning's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $11M in Q4 2024.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.