Evexia Wealth’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Evexia Wealth’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	–	Sell	-25,387	Closed	-$565K	–	79
2026 Q1	$565K	Buy	25,387 +3,602	+17%	+$80.5K	0.16%	60
2025 Q4	$488K	Sell	21,785 -1,662	-7%	-$37.2K	0.14%	65
2025 Q3	$526K	Buy	23,447 +1,264	+6%	+$28.2K	0.16%	64
2025 Q2	$493K	Buy	22,183 +2,896	+15%	+$64.4K	0.16%	62
2025 Q1	$428K	Buy	19,287 +382	+2%	+$8.41K	0.16%	60
2024 Q4	$414K	Buy	+18,905	New	+$417K	0.14%	64

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evexia Wealth's IBTI Position: Q2 2026 in Review

Evexia Wealth sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 25,387 shares — an estimated $565K sold.

Evexia Wealth first reported a position in IBTI in Q4 2024 and held it in 6 quarters. The position peaked at $565K in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Evexia Wealth reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Evexia Wealth sold 25,387 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $565K.
Evexia Wealth first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and held it in 6 quarters.
Evexia Wealth's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $565K in Q1 2026.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.