Liberty Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Liberty Wealth Management’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	$282K	Hold	12,656	–	–	0.04%	213
2026 Q1	$282K	Buy	12,656 +63	+0.5%	+$1.41K	0.04%	213
2025 Q4	$282K	Buy	12,593 +132	+1%	+$2.96K	0.04%	201
2025 Q3	$279K	Buy	12,461 +103	+0.8%	+$2.3K	0.04%	191
2025 Q2	$276K	Buy	+12,358	New	+$275K	0.04%	178

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

Liberty Wealth Management's IBTI Position: Q2 2026 in Review

Liberty Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 12,656 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #213.

Liberty Wealth Management first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Liberty Wealth Management held 12,656 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $282K as of Q2 2026.
Liberty Wealth Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #213 holding.
Liberty Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.