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NBC Securities’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

NBC Securities’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 		$575 Sell
26
-24
-48% -$532 ﹤0.01% 2363
2026
Q1 		$1.11K Buy
+50
New +$1.12K ﹤0.01% 2400

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NBC Securities's IBTI Position: Q2 2026 in Review

NBC Securities reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 48% in Q2 2026, selling an estimated $532 and leaving 26 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

NBC Securities first reported a position in IBTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • NBC Securities held 26 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $575 as of Q2 2026.
  • NBC Securities sold 24 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $532.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2363 holding.
  • NBC Securities first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • NBC Securities's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.11K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.