Hara Capital’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Hara Capital’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	$58.9K	Hold	2,643	–	–	0.03%	178
2025 Q4	$59.1K	Hold	2,643	–	–	0.03%	171
2025 Q3	$59.2K	Sell	2,643 -2,282	-46%	-$50.9K	0.03%	167
2025 Q2	$110K	Sell	4,925 -2,225	-31%	-$49.5K	0.07%	156
2025 Q1	$159K	Sell	7,150 -14,300	-67%	-$315K	0.11%	132
2024 Q4	$470K	Buy	21,450 +2,247	+12%	+$49.5K	0.15%	117
2024 Q3	$432K	Sell	19,203 -6,804	-26%	-$152K	0.27%	82
2024 Q2	$568K	Sell	26,007 -20,224	-44%	-$439K	0.36%	62
2024 Q1	$1.01M	Buy	46,231 +16,973	+58%	+$374K	0.61%	37
2023 Q4	$650K	Buy	+29,258	New	+$635K	0.46%	46

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

Hara Capital's IBTI Position: Q1 2026 in Review

Hara Capital held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 2,643 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #178.

Hara Capital first reported a position in IBTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2024. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Hara Capital held 2,643 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $58.9K as of Q1 2026.
Hara Capital left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Hara Capital's portfolio in Q1 2026, its #178 holding.
Hara Capital first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Hara Capital's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.01M in Q1 2024.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.