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

OneDigital Investment 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 		$356K Sell
16,073
-842
-5% -$18.7K ﹤0.01% 1209
2026
Q1 		$377K Hold
16,915
– – ﹤0.01% 1072
2025
Q4 		$378K Buy
+16,915
New +$379K ﹤0.01% 1084

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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

OneDigital Investment Advisors's IBTI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5% in Q2 2026, selling an estimated $18.7K and leaving 16,073 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

OneDigital Investment Advisors first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 222 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • OneDigital Investment Advisors held 16,073 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $356K as of Q2 2026.
  • OneDigital Investment Advisors sold 842 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $18.7K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1209 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $378K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.