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Foundations Investment Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Foundations Investment 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 		$256K Sell
11,545
-2,002
-15% -$44.4K ﹤0.01% 1038
2026
Q1 		$302K Buy
13,547
+2,017
+17% +$45.1K ﹤0.01% 903
2025
Q4 		$258K Buy
+11,530
New +$258K ﹤0.01% 948

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
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

Foundations Investment Advisors's IBTI Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 15% in Q2 2026, selling an estimated $44.4K and leaving 11,545 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Foundations Investment Advisors first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Foundations Investment Advisors held 11,545 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $256K as of Q2 2026.
  • Foundations Investment Advisors sold 2,002 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $44.4K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1038 holding.
  • Foundations Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $302K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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