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

Harbour 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	$717K	Buy	32,364 +300	+0.9%	+$6.65K	0.01%	956
2026 Q1	$714K	Buy	32,064 +4,587	+17%	+$103K	0.01%	893
2025 Q4	$615K	Buy	27,477 +4,884	+22%	+$109K	0.01%	773
2025 Q3	$506K	Buy	22,593 +7,737	+52%	+$173K	0.01%	822
2025 Q2	$332K	Buy	14,856 +2,296	+18%	+$51K	0.01%	940
2025 Q1	$279K	Buy	12,560 +11,426	+1,008%	+$252K	0.01%	958
2024 Q4	$24.8K	Buy	+1,134	New	+$25K	﹤0.01%	2026

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

Harbour Investments's IBTI Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.94% in Q2 2026, buying an estimated $6.65K and bringing the position to 32,364 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #956.

Harbour Investments first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Harbour Investments held 32,364 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $717K as of Q2 2026.
Harbour Investments bought 300 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $6.65K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #956 holding.
Harbour Investments first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.