Milestone Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Milestone Asset 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	$278K	Buy	+12,570	New	+$279K	0.04%	229

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

Milestone Asset Management's IBTI Position: Q2 2026 in Review

Milestone Asset Management opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 12,570 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings.

256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Milestone Asset Management held 12,570 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $278K as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Milestone Asset Management position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #229 holding.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.