Prosperity Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Prosperity Planning’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	–	Hold	0	–	–	–	68
2026 Q1	–	Hold	0	–	–	–	69
2025 Q4	–	Hold	0	–	–	–	82
2025 Q3	–	Hold	0	–	–	–	86
2025 Q2	–	Hold	0	–	–	–	84
2025 Q1	–	Hold	0	–	–	–	81
2024 Q4	–	Hold	0	–	–	–	90
2024 Q3	–	Sell	-10,288	Closed	-$229K	–	92
2024 Q2	$225K	Buy	+10,288	New	+$223K	0.08%	96

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Prosperity Planning's IBTI Position: Q2 2026 in Review

Prosperity Planning held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 0 shares worth $772K. The position accounts for 0.18% of the portfolio, ranked #68.

Prosperity Planning first reported a position in IBTI in Q2 2024 and has held it in 1 quarter since. The position peaked at $225K in Q2 2024. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Prosperity Planning held 0 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $772K as of Q2 2026.
Prosperity Planning left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.18% of Prosperity Planning's portfolio in Q2 2026, its #68 holding.
Prosperity Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 1 quarter since.
Prosperity Planning's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $225K in Q2 2024.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.