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

Prime Capital 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 		$395K Buy
17,839
+1,279
+8% +$28.4K ﹤0.01% 770
2026
Q1 		$369K Buy
16,560
+589
+4% +$13.2K ﹤0.01% 765
2025
Q4 		$357K Buy
15,971
+3,372
+27% +$75.5K ﹤0.01% 753
2025
Q3 		$282K Buy
12,599
+1,494
+13% +$33.3K ﹤0.01% 818
2025
Q2 		$248K Buy
+11,105
New +$247K ﹤0.01% 828

Other funds holding IBTI

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Prime Capital Investment Advisors's IBTI Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.7% in Q2 2026, buying an estimated $28.4K and bringing the position to 17,839 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Prime Capital Investment Advisors first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Prime Capital Investment Advisors held 17,839 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $395K as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,279 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $28.4K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #770 holding.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.