FCA Corp’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

FCA Corp’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	$5.06M	Buy	228,370 +4,074	+2%	+$90.3K	1.25%	23
2026 Q1	$5M	Buy	224,296 +4,536	+2%	+$101K	1.41%	17
2025 Q4	$4.91M	Buy	219,760 +11,111	+5%	+$249K	1.39%	19
2025 Q3	$4.67M	Buy	208,649 +3,237	+2%	+$72.2K	1.3%	22
2025 Q2	$4.59M	Buy	205,412 +7,159	+4%	+$159K	1.38%	20
2025 Q1	$4.41M	Buy	198,253 +946	+0.5%	+$20.8K	1.41%	19
2024 Q4	$4.32M	Buy	197,307 +5,031	+3%	+$111K	1.35%	21
2024 Q3	$4.33M	Buy	+192,276	New	+$4.28M	1.33%	22

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

FCA Corp's IBTI Position: Q2 2026 in Review

FCA Corp increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.8% in Q2 2026, buying an estimated $90.3K and bringing the position to 228,370 shares worth $5.06M. The position accounts for 1.25% of the portfolio, ranked #23.

FCA Corp first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

FCA Corp held 228,370 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $5.06M as of Q2 2026.
FCA Corp bought 4,074 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $90.3K.
iShares iBonds Dec 2028 Term Treasury ETF made up 1.25% of FCA Corp's portfolio in Q2 2026, its #23 holding.
FCA Corp first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on FCA Corp's 13F filing for Q2 2026, filed 11 Aug 2026.