National Bank of Canada’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

National Bank of Canada’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 Q1	$545K	Buy	24,484 +889	+4%	+$19.9K	﹤0.01%	1361
2025 Q4	$528K	Buy	23,595 +7,096	+43%	+$159K	﹤0.01%	1344
2025 Q3	$369K	Buy	16,499 +4,231	+34%	+$94.4K	﹤0.01%	1407
2025 Q2	$274K	Buy	12,268 +629	+5%	+$14K	﹤0.01%	1544
2025 Q1	$259K	Buy	11,639 +1,444	+14%	+$31.8K	﹤0.01%	1473
2024 Q4	$223K	Buy	10,195 +498	+5%	+$11K	﹤0.01%	1585
2024 Q3	$218K	Buy	9,697 +2,746	+40%	+$61.1K	﹤0.01%	1368
2024 Q2	$151K	Buy	+6,951	New	+$151K	﹤0.01%	1390

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

HWA

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

National Bank of Canada's IBTI Position: Q1 2026 in Review

National Bank of Canada increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.8% in Q1 2026, buying an estimated $19.9K and bringing the position to 24,484 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

National Bank of Canada first reported a position in IBTI in Q2 2024 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

National Bank of Canada held 24,484 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $545K as of Q1 2026.
National Bank of Canada bought 889 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $19.9K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1361 holding.
National Bank of Canada first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.