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NewEdge Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

NewEdge Advisors’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 		$8.69M Buy
392,340
+42,344
+12% +$939K 0.03% 550
2026
Q1 		$7.8M Buy
349,996
+14,264
+4% +$319K 0.03% 522
2025
Q4 		$7.51M Buy
335,732
+12,369
+4% +$277K 0.03% 520
2025
Q3 		$7.24M Sell
323,363
-943,315
-74% -$21.1M 0.03% 495
2025
Q2 		$28.3M Sell
1,266,678
-229,054
-15% -$5.09M 0.15% 137
2025
Q1 		$33.3M Sell
1,495,732
-76,904
-5% -$1.69M 0.2% 107
2024
Q4 		$34.4M Buy
1,572,636
+541,900
+53% +$11.9M 0.21% 103
2024
Q3 		$23.2M Buy
1,030,736
+824,582
+400% +$18.4M 0.15% 144
2024
Q2 		$4.5M Sell
206,154
-2,865
-1% -$62.2K 0.03% 480
2024
Q1 		$4.58M Buy
209,019
+6,770
+3% +$149K 0.04% 413
2023
Q4 		$4.49M Buy
202,249
+146,680
+264% +$3.18M 0.04% 388
2023
Q3 		$1.2M Buy
55,569
+30,411
+121% +$662K 0.01% 783
2023
Q2 		$553K Buy
25,158
+1,703
+7% +$38.1K 0.01% 1135
2023
Q1 		$527K Buy
23,455
+267
+1% +$5.94K 0.01% 1091
2022
Q4 		$509 Buy
+23,188
New +$509K ﹤0.01% 3167

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's IBTI Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 12% in Q2 2026, buying an estimated $939K and bringing the position to 392,340 shares worth $8.69M. The position accounts for 0.03% of the portfolio, ranked #550.

NewEdge Advisors first reported a position in IBTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.4M in Q4 2024. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • NewEdge Advisors held 392,340 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $8.69M as of Q2 2026.
  • NewEdge Advisors bought 42,344 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $939K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #550 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $34.4M in Q4 2024.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.