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 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

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

Gradient Investments's IBTI Position: Q2 2026 in Review

Gradient Investments increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.5% in Q2 2026, buying an estimated $29.6K and bringing the position to 39,385 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #331.

Gradient Investments first reported a position in IBTI in Q4 2023 and has held it in 6 quarters since. The position peaked at $890K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Gradient Investments held 39,385 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $872K as of Q2 2026.
Gradient Investments bought 1,336 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $29.6K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #331 holding.
Gradient Investments first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Gradient Investments's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $890K in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.