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

Opus Capital 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
Q1 		$353K Hold
15,830
– – 0.04% 97
2025
Q4 		$354K Buy
15,830
+1,330
+9% +$29.8K 0.04% 89
2025
Q3 		$325K Buy
+14,500
New +$324K 0.04% 96

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

Opus Capital Group's IBTI Position: Q1 2026 in Review

Opus Capital Group held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 15,830 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #97.

Opus Capital Group first reported a position in IBTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $354K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Opus Capital Group held 15,830 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $353K as of Q1 2026.
  • Opus Capital Group left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Opus Capital Group's portfolio in Q1 2026, its #97 holding.
  • Opus Capital Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Opus Capital Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $354K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.