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

Old Port 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
Q1 		$3.41M Buy
153,007
+139,506
+1,033% +$3.12M 0.79% 33
2025
Q4 		$302K Buy
+13,501
New +$302K 0.07% 191

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Old Port Advisors's IBTI Position: Q1 2026 in Review

Old Port Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1,033% in Q1 2026, buying an estimated $3.12M and bringing the position to 153,007 shares worth $3.41M. The position accounts for 0.79% of the portfolio, ranked #33.

Old Port Advisors first reported a position in IBTI in Q4 2025 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Old Port Advisors held 153,007 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.41M as of Q1 2026.
  • Old Port Advisors bought 139,506 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $3.12M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.79% of Old Port Advisors's portfolio in Q1 2026, its #33 holding.
  • Old Port Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.