Robbins Farley’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Robbins Farley’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	$20.3K	Sell	912 -209	-19%	-$4.67K	0.01%	98
2025 Q4	$25.1K	Sell	1,121 -625	-36%	-$14K	0.01%	95
2025 Q3	$39.1K	Hold	1,746	–	–	0.02%	90
2025 Q2	$39K	Sell	1,746 -78	-4%	-$1.73K	0.02%	87
2025 Q1	$40.6K	Hold	1,824	–	–	0.02%	82
2024 Q4	$40K	Hold	1,824	–	–	0.02%	83
2024 Q3	$41K	Hold	1,824	–	–	0.02%	81
2024 Q2	$39.8K	Hold	1,824	–	–	0.02%	79
2024 Q1	$40K	Buy	+1,824	New	+$40.1K	0.02%	80

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Robbins Farley's IBTI Position: Q1 2026 in Review

Robbins Farley reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 19% in Q1 2026, selling an estimated $4.67K and leaving 912 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #98.

Robbins Farley first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $41K in Q3 2024. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Robbins Farley held 912 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $20.3K as of Q1 2026.
Robbins Farley sold 209 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $4.67K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Robbins Farley's portfolio in Q1 2026, its #98 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Robbins Farley's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $41K in Q3 2024.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.