LPL Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

LPL Financial’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	$24.6M	Buy	1,110,186 +69,195	+7%	+$1.53M	0.01%	1443
2026 Q1	$23.2M	Buy	1,040,991 +188,327	+22%	+$4.21M	0.01%	1358
2025 Q4	$19.1M	Buy	852,664 +244,571	+40%	+$5.48M	0.01%	1445
2025 Q3	$13.6M	Buy	608,093 +63,738	+12%	+$1.42M	﹤0.01%	1619
2025 Q2	$12.2M	Buy	544,355 +39,125	+8%	+$870K	﹤0.01%	1578
2025 Q1	$11.2M	Buy	505,230 +143,434	+40%	+$3.16M	﹤0.01%	1516
2024 Q4	$7.92M	Buy	361,796 +66,229	+22%	+$1.46M	﹤0.01%	1715
2024 Q3	$6.65M	Buy	295,567 +77,531	+36%	+$1.73M	﹤0.01%	1765
2024 Q2	$4.76M	Buy	218,036 +44,706	+26%	+$970K	﹤0.01%	1893
2024 Q1	$3.8M	Sell	173,330 -53,504	-24%	-$1.18M	﹤0.01%	1998
2023 Q4	$5.04M	Buy	226,834 +206,578	+1,020%	+$4.48M	﹤0.01%	1678
2023 Q3	$437K	Buy	20,256 +5,191	+34%	+$113K	﹤0.01%	3597
2023 Q2	$331K	Buy	+15,065	New	+$337K	﹤0.01%	3764

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

LPL Financial's IBTI Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6.6% in Q2 2026, buying an estimated $1.53M and bringing the position to 1,110,186 shares worth $24.6M. The position accounts for 0.01% of the portfolio, ranked #1443.

LPL Financial first reported a position in IBTI in Q2 2023 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

LPL Financial held 1,110,186 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $24.6M as of Q2 2026.
LPL Financial bought 69,195 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.53M.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1443 holding.
LPL Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.