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 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

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 $4.91B AUM 31.75% 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

Evexia Wealth's IBTI Position: Q1 2026 in Review

Evexia Wealth increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 17% in Q1 2026, buying an estimated $80.5K and bringing the position to 25,387 shares worth $565K. The position accounts for 0.16% of the portfolio, ranked #60.

Evexia Wealth first reported a position in IBTI in Q4 2024 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Evexia Wealth held 25,387 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $565K as of Q1 2026.
Evexia Wealth bought 3,602 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $80.5K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.16% of Evexia Wealth's portfolio in Q1 2026, its #60 holding.
Evexia Wealth first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.