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

IFP 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	$4.66M	Buy	210,382 +23,163	+12%	+$514K	0.08%	272
2026 Q1	$4.17M	Buy	187,219 +2,489	+1%	+$55.6K	0.09%	253
2025 Q4	$4.13M	Buy	184,730 +8,088	+5%	+$181K	0.09%	230
2025 Q3	$3.95M	Sell	176,642 -50,682	-22%	-$1.13M	0.1%	210
2025 Q2	$5.08M	Buy	227,324 +10,560	+5%	+$235K	0.14%	152
2025 Q1	$4.82M	Buy	216,764 +6,865	+3%	+$151K	0.15%	151
2024 Q4	$4.6M	Buy	209,899 +79,288	+61%	+$1.75M	0.15%	144
2024 Q3	$2.94M	Buy	130,611 +56,824	+77%	+$1.27M	0.11%	217
2024 Q2	$1.61M	Buy	73,787 +37,783	+105%	+$820K	0.06%	315
2024 Q1	$790K	Buy	36,004 +89	+0.2%	+$1.96K	0.03%	471
2023 Q4	$798K	Buy	+35,915	New	+$779K	0.04%	445

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

IFP Advisors's IBTI Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 12% in Q2 2026, buying an estimated $514K and bringing the position to 210,382 shares worth $4.66M. The position accounts for 0.08% of the portfolio, ranked #272.

IFP Advisors first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.08M in Q2 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

IFP Advisors held 210,382 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.66M as of Q2 2026.
IFP Advisors bought 23,163 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $514K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #272 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
IFP Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $5.08M in Q2 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.