MML Investors Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

MML Investors Services’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	$1.82M	Buy	82,059 +16,630	+25%	+$369K	﹤0.01%	1603
2026 Q1	$1.46M	Sell	65,429 -12,051	-16%	-$269K	﹤0.01%	1511
2025 Q4	$1.73M	Buy	77,480 +10,227	+15%	+$229K	﹤0.01%	1454
2025 Q3	$1.51M	Buy	67,253 +12,728	+23%	+$284K	﹤0.01%	1474
2025 Q2	$1.22M	Buy	54,525 +40,574	+291%	+$902K	﹤0.01%	1544
2025 Q1	$310K	Sell	13,951 -276	-2%	-$6.08K	﹤0.01%	2287
2024 Q4	$312K	Buy	14,227 +199	+1%	+$4.39K	﹤0.01%	2238
2024 Q3	$316K	Buy	+14,028	New	+$312K	﹤0.01%	2147

Other funds holding IBTI

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's IBTI Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 25% in Q2 2026, buying an estimated $369K and bringing the position to 82,059 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

MML Investors Services first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

MML Investors Services held 82,059 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.82M as of Q2 2026.
MML Investors Services bought 16,630 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $369K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1603 holding.
MML Investors Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.