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Independent Advisor Alliance’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Independent Advisor Alliance’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 		$618K Sell
27,935
-210,023
-88% -$4.66M 0.01% 597
2026
Q1 		$5.3M Buy
237,958
+219,667
+1,201% +$4.91M 0.06% 303
2025
Q4 		$409K Buy
18,291
+999
+6% +$22.4K 0.01% 705
2025
Q3 		$387K Buy
17,292
+6,740
+64% +$150K 0.01% 695
2025
Q2 		$236K Sell
10,552
-371
-3% -$8.25K 0.01% 786
2025
Q1 		$243K Sell
10,923
-7,111
-39% -$157K 0.01% 716
2024
Q4 		$395K Buy
+18,034
New +$398K 0.01% 1029

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Independent Advisor Alliance's IBTI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 88% in Q2 2026, selling an estimated $4.66M and leaving 27,935 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #597.

Independent Advisor Alliance first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.3M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Independent Advisor Alliance held 27,935 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $618K as of Q2 2026.
  • Independent Advisor Alliance sold 210,023 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $4.66M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #597 holding.
  • Independent Advisor Alliance first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $5.3M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.