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RFP Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

RFP Financial 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 		– Sell
-11,663
Closed -$261K – 73
2025
Q4 		$261K Sell
11,663
-12,364
-51% -$277K 0.12% 59
2025
Q3 		$538K Sell
24,027
-5,647
-19% -$126K 0.22% 58
2025
Q2 		$664K Buy
29,674
+2,970
+11% +$66K 0.27% 49
2025
Q1 		$594K Buy
+26,704
New +$588K 0.24% 62

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

RFP Financial Group's IBTI Position: Q1 2026 in Review

RFP Financial Group sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2026, closing a stake of 11,663 shares — an estimated $261K sold.

RFP Financial Group first reported a position in IBTI in Q1 2025 and held it in 4 quarters. The position peaked at $664K in Q2 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • RFP Financial Group reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 11,663 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $261K.
  • RFP Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and held it in 4 quarters.
  • RFP Financial Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $664K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.