Financial Engines Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Financial Engines Advisors’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	$6.66M	Sell	300,782 -5,352	-2%	-$119K	0.01%	131
2026 Q1	$6.82M	Buy	306,134 +7,307	+2%	+$163K	0.01%	119
2025 Q4	$6.68M	Buy	298,827 +114,353	+62%	+$2.56M	0.01%	132
2025 Q3	$4.13M	Sell	184,474 -19,876	-10%	-$444K	0.01%	168
2025 Q2	$4.57M	Sell	204,350 -60,498	-23%	-$1.34M	0.01%	154
2025 Q1	$5.89M	Buy	264,848 +110,081	+71%	+$2.42M	0.01%	120
2024 Q4	$3.39M	Buy	154,767 +17,047	+12%	+$376K	0.01%	162
2024 Q3	$3.1M	Buy	137,720 +8,921	+7%	+$199K	0.01%	151
2024 Q2	$2.81M	Buy	128,799 +18,329	+17%	+$398K	0.01%	151
2024 Q1	$2.42M	Buy	110,470 +23,655	+27%	+$521K	0.01%	153
2023 Q4	$1.93M	Buy	+86,815	New	+$1.88M	﹤0.01%	146

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

Financial Engines Advisors's IBTI Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.7% in Q2 2026, selling an estimated $119K and leaving 300,782 shares worth $6.66M. The position accounts for 0.01% of the portfolio, ranked #131.

Financial Engines Advisors first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.82M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Financial Engines Advisors held 300,782 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $6.66M as of Q2 2026.
Financial Engines Advisors sold 5,352 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $119K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #131 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Financial Engines Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $6.82M in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.