NewSquare Capital’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

NewSquare Capital’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	$1.16M	Buy	+52,397	New	+$1.16M	0.09%	141

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 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

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

NewSquare Capital's IBTI Position: Q2 2026 in Review

NewSquare Capital opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 52,397 shares worth $1.16M. The stake represents 0.09% of the portfolio and ranks #141 among its holdings.

256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

NewSquare Capital held 52,397 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.16M as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new NewSquare Capital position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.09% of NewSquare Capital's portfolio in Q2 2026, its #141 holding.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.