OFA
IBTI icon

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

Oak Family 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 		$4.41M Sell
199,346
-74,732
-27% -$1.66M 1.13% 29
2026
Q1 		$6.11M Buy
+274,078
New +$6.13M 1.72% 24

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

Oak Family Advisors's IBTI Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 27% in Q2 2026, selling an estimated $1.66M and leaving 199,346 shares worth $4.41M. The position accounts for 1.13% of the portfolio, ranked #29.

Oak Family Advisors first reported a position in IBTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.11M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Oak Family Advisors held 199,346 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.41M as of Q2 2026.
  • Oak Family Advisors sold 74,732 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.66M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 1.13% of Oak Family Advisors's portfolio in Q2 2026, its #29 holding.
  • Oak Family Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Oak Family Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $6.11M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.