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Phillips Financial Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Phillips Financial Management’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 		$188K Buy
8,473
+79
+0.9% +$1.75K 0.01% 212
2026
Q1 		$187K Buy
8,394
+49
+0.6% +$1.09K 0.01% 198
2025
Q4 		$187K Buy
+8,345
New +$187K 0.01% 207

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

Phillips Financial Management's IBTI Position: Q2 2026 in Review

Phillips Financial Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.94% in Q2 2026, buying an estimated $1.75K and bringing the position to 8,473 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #212.

Phillips Financial Management first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Phillips Financial Management held 8,473 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $188K as of Q2 2026.
  • Phillips Financial Management bought 79 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.75K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #212 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.