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Gradient Investments’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Gradient Investments’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
Q3 		$1.09M Buy
49,592
+10,207
+26% +$225K 0.02% 312
2026
Q2 		$872K Buy
39,385
+1,336
+4% +$29.6K 0.01% 331
2026
Q1 		$848K Sell
38,049
-1,727
-4% -$38.6K 0.01% 317
2025
Q4 		$890K Buy
+39,776
New +$891K 0.01% 249
2024
Q3 		– Sell
-3,878
Closed -$84.7K – 775
2024
Q2 		$84.7K Sell
3,878
-241
-6% -$5.23K ﹤0.01% 419
2024
Q1 		$90.3K Buy
4,119
+919
+29% +$20.2K ﹤0.01% 364
2023
Q4 		$71.1K Buy
+3,200
New +$69.4K ﹤0.01% 478

Other funds holding IBTI

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Gradient Investments's IBTI Position: Q3 2026 in Review

Gradient Investments increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 26% in Q3 2026, buying an estimated $225K and bringing the position to 49,592 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #312.

Gradient Investments first reported a position in IBTI in Q4 2023 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Gradient Investments held 49,592 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.09M as of Q3 2026.
  • Gradient Investments bought 10,207 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $225K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #312 holding.
  • Gradient Investments first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.