Journey Advisory Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Journey Advisory Group’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	$19.5M	Buy	878,742 +8,322	+1%	+$185K	1.49%	16
2026 Q1	$19.4M	Buy	870,420 +24,541	+3%	+$548K	1.65%	17
2025 Q4	$18.9M	Buy	845,879 +27,808	+3%	+$623K	1.59%	16
2025 Q3	$18.3M	Buy	818,071 +26,188	+3%	+$585K	1.36%	16
2025 Q2	$17.7M	Buy	791,883 +13,435	+2%	+$299K	1.38%	15
2025 Q1	$17.3M	Buy	778,448 +173,328	+29%	+$3.82M	1.42%	13
2024 Q4	$13.2M	Hold	605,120	–	–	1.58%	15
2024 Q3	$13.2M	Hold	605,120	–	–	1.58%	15
2024 Q2	$13.2M	Buy	605,120 +117,817	+24%	+$2.56M	1.58%	16
2024 Q1	$10.7M	Buy	487,303 +78,375	+19%	+$1.72M	1.32%	20
2023 Q4	$9.08M	Buy	+408,928	New	+$8.87M	1.24%	24

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

Journey Advisory Group's IBTI Position: Q2 2026 in Review

Journey Advisory Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.96% in Q2 2026, buying an estimated $185K and bringing the position to 878,742 shares worth $19.5M. The position accounts for 1.49% of the portfolio, ranked #16.

Journey Advisory Group first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Journey Advisory Group held 878,742 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $19.5M as of Q2 2026.
Journey Advisory Group bought 8,322 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $185K.
iShares iBonds Dec 2028 Term Treasury ETF made up 1.49% of Journey Advisory Group's portfolio in Q2 2026, its #16 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.