Journey Advisory Group
IBTI icon

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
Q3 		$18.3M Sell
834,436
-44,306
-5% -$977K 1.36% 20
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Journey Advisory Group's IBTI Position: Q3 2026 in Review

Journey Advisory Group reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5% in Q3 2026, selling an estimated $977K and leaving 834,436 shares worth $18.3M. The position accounts for 1.36% of the portfolio, ranked #20.

Journey Advisory Group first reported a position in IBTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q2 2026. 258 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Journey Advisory Group held 834,436 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $18.3M as of Q3 2026.
  • Journey Advisory Group sold 44,306 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $977K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 1.36% of Journey Advisory Group's portfolio in Q3 2026, its #20 holding.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • Journey Advisory Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $19.5M in Q2 2026.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.