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

Focus Partners 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 		$75.9M Buy
3,426,968
+5,523
+0.2% +$122K 0.08% 239
2026
Q1 		$76.2M Buy
3,421,445
+194,372
+6% +$4.34M 0.08% 225
2025
Q4 		$72.2M Buy
3,227,073
+215,174
+7% +$4.82M 0.08% 216
2025
Q3 		$67.4M Buy
3,011,899
+340,506
+13% +$7.6M 0.11% 165
2025
Q2 		$59.7M Buy
2,671,393
+207,172
+8% +$4.61M 0.13% 165
2025
Q1 		$54.8M Buy
2,464,221
+410,011
+20% +$9.03M 0.14% 155
2024
Q4 		$45M Buy
2,054,210
+111,484
+6% +$2.46M 0.12% 170
2024
Q3 		$43.7M Buy
1,942,726
+343,047
+21% +$7.64M 0.14% 157
2024
Q2 		$34.9M Buy
+1,599,679
New +$34.7M 0.12% 170

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's IBTI Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.16% in Q2 2026, buying an estimated $122K and bringing the position to 3,426,968 shares worth $75.9M. The position accounts for 0.08% of the portfolio, ranked #239.

Focus Partners Wealth first reported a position in IBTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.2M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Focus Partners Wealth held 3,426,968 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $75.9M as of Q2 2026.
  • Focus Partners Wealth bought 5,523 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $122K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #239 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $76.2M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.