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

Modera 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 		$619K Hold
27,964
– – 0.01% 423
2026
Q1 		$623K Hold
27,964
– – 0.01% 401
2025
Q4 		$625K Buy
27,964
+6,717
+32% +$150K 0.01% 416
2025
Q3 		$476K Buy
21,247
+8,949
+73% +$200K 0.01% 464
2025
Q2 		$275K Buy
+12,298
New +$273K ﹤0.01% 551

Other funds holding IBTI

B
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Modera Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 27,964 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #423.

Modera Wealth Management first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $625K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Modera Wealth Management held 27,964 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $619K as of Q2 2026.
  • Modera 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 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Modera 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.
  • Modera Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $625K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.