Johnson Investment Counsel’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Johnson Investment Counsel’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	$513K	Hold	23,155	–	–	﹤0.01%	599
2026 Q1	$516K	Buy	+23,155	New	+$518K	﹤0.01%	576

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

Johnson Investment Counsel's IBTI Position: Q2 2026 in Review

Johnson Investment Counsel held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 23,155 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Johnson Investment Counsel first reported a position in IBTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $516K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Johnson Investment Counsel held 23,155 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $513K as of Q2 2026.
Johnson Investment Counsel left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #599 holding.
Johnson Investment Counsel first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Johnson Investment Counsel's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $516K in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.