Goldman Sachs’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Goldman Sachs’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	$1.12M	Buy	50,329 +14,909	+42%	+$333K	﹤0.01%	5019
2025 Q4	$792K	Sell	35,420 -88,836	-71%	-$1.99M	﹤0.01%	5293
2025 Q3	$2.78M	Sell	124,256 -144,265	-54%	-$3.22M	﹤0.01%	4189
2025 Q2	$6M	Buy	268,521 +110,151	+70%	+$2.45M	﹤0.01%	3231
2025 Q1	$3.52M	Buy	+158,370	New	+$3.49M	﹤0.01%	3686
2024 Q4	–	Sell	-19,823	Closed	-$446K	–	6143
2024 Q3	$446K	Buy	+19,823	New	+$441K	﹤0.01%	5109
2024 Q2	–	Sell	-61,788	Closed	-$1.36M	–	5774
2024 Q1	$1.36M	Sell	61,788 -11,632	-16%	-$256K	﹤0.01%	4141
2023 Q4	$1.63M	Buy	+73,420	New	+$1.59M	﹤0.01%	4072

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 $4.35B AUM 23.57% 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

Goldman Sachs's IBTI Position: Q1 2026 in Review

Goldman Sachs increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 42% in Q1 2026, buying an estimated $333K and bringing the position to 50,329 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #5019.

Goldman Sachs first reported a position in IBTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $6M in Q2 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Goldman Sachs held 50,329 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.12M as of Q1 2026.
Goldman Sachs bought 14,909 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $333K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5019 holding.
Goldman Sachs first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Goldman Sachs's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $6M in Q2 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.