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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
Q2 		$2.03M Sell
91,472
-774
-0.8% -$17.2K 0.57% 27
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Essential Planning's IBTI Position: Q2 2026 in Review

Essential Planning reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.84% in Q2 2026, selling an estimated $17.2K and leaving 91,472 shares worth $2.03M. The position accounts for 0.57% of the portfolio, ranked #27.

Essential Planning first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2024. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Essential Planning held 91,472 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.03M as of Q2 2026.
  • Essential Planning sold 774 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $17.2K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.57% of Essential Planning's portfolio in Q2 2026, its #27 holding.
  • Essential Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Essential Planning's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $11M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.