Highland Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Highland Financial Advisors’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	$253K	Hold	11,430	–	–	0.06%	67
2026 Q1	$255K	Hold	11,430	–	–	0.07%	59
2025 Q4	$256K	Hold	11,430	–	–	0.07%	55
2025 Q3	$256K	Hold	11,430	–	–	0.07%	52
2025 Q2	$256K	Hold	11,430	–	–	0.08%	48
2025 Q1	$254K	Hold	11,430	–	–	0.09%	49
2024 Q4	$250K	Hold	11,430	–	–	0.09%	50
2024 Q3	$257K	Hold	11,430	–	–	0.09%	46
2024 Q2	$250K	Hold	11,430	–	–	0.09%	49
2024 Q1	$251K	Hold	11,430	–	–	0.1%	51
2023 Q4	$254K	Buy	+11,430	New	+$248K	0.11%	47

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

Highland Financial Advisors's IBTI Position: Q2 2026 in Review

Highland Financial Advisors held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 11,430 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #67.

Highland Financial Advisors first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $257K in Q3 2024. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Highland Financial Advisors held 11,430 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $253K as of Q2 2026.
Highland Financial Advisors left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Highland Financial Advisors's portfolio in Q2 2026, its #67 holding.
Highland Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Highland Financial Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $257K in Q3 2024.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.