Horizons Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Horizons Wealth Management’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	$1.15M	Buy	51,543 +857	+2%	+$19.2K	0.75%	26
2025 Q4	$1.13M	Buy	50,686 +47,355	+1,422%	+$1.06M	0.74%	26
2025 Q3	$74.6K	Buy	3,331 +1,782	+115%	+$39.8K	0.05%	89
2025 Q2	$34.6K	Buy	1,549 +495	+47%	+$11K	0.02%	114
2025 Q1	$23.5K	Hold	1,054	–	–	0.02%	121
2024 Q4	$23.1K	Buy	+1,054	New	+$23.2K	0.02%	116

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

Horizons Wealth Management's IBTI Position: Q1 2026 in Review

Horizons Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.7% in Q1 2026, buying an estimated $19.2K and bringing the position to 51,543 shares worth $1.15M. The position accounts for 0.75% of the portfolio, ranked #26.

Horizons Wealth Management first reported a position in IBTI in Q4 2024 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Horizons Wealth Management held 51,543 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.15M as of Q1 2026.
Horizons Wealth Management bought 857 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $19.2K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.75% of Horizons Wealth Management's portfolio in Q1 2026, its #26 holding.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.