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Northstar Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Northstar Group’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 		$7.72M Buy
348,639
+25,341
+8% +$562K 0.99% 22
2026
Q1 		$7.2M Buy
323,298
+22,425
+7% +$501K 1.02% 22
2025
Q4 		$6.73M Buy
300,873
+31,018
+11% +$694K 0.92% 25
2025
Q3 		$6.04M Buy
269,855
+25,637
+10% +$572K 0.88% 26
2025
Q2 		$5.46M Buy
244,218
+53,813
+28% +$1.2M 0.84% 28
2025
Q1 		$4.24M Buy
190,405
+49,450
+35% +$1.09M 0.69% 30
2024
Q4 		$3.09M Buy
140,955
+91,090
+183% +$2.01M 0.52% 37
2024
Q3 		$1.12M Buy
+49,865
New +$1.11M 0.2% 61

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 22.94% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Northstar Group's IBTI Position: Q2 2026 in Review

Northstar Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.8% in Q2 2026, buying an estimated $562K and bringing the position to 348,639 shares worth $7.72M. The position accounts for 0.99% of the portfolio, ranked #22.

Northstar Group first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 133 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Northstar Group held 348,639 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $7.72M as of Q2 2026.
  • Northstar Group bought 25,341 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $562K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.99% of Northstar Group's portfolio in Q2 2026, its #22 holding.
  • Northstar Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.