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Raab & Moskowitz Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Raab & Moskowitz Asset 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 		$282K Sell
12,746
-489
-4% -$10.8K 0.06% 175
2026
Q1 		$295K Buy
13,235
+3,502
+36% +$78.3K 0.07% 167
2025
Q4 		$218K Buy
+9,733
New +$218K 0.05% 184

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
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

Raab & Moskowitz Asset Management's IBTI Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.7% in Q2 2026, selling an estimated $10.8K and leaving 12,746 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #175.

Raab & Moskowitz Asset Management first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Raab & Moskowitz Asset Management held 12,746 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $282K as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 489 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $10.8K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #175 holding.
  • Raab & Moskowitz Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Raab & Moskowitz Asset Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $295K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.