Royal Bank of Canada’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Royal Bank of Canada’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	$12M	Sell	541,584 -399,092	-42%	-$8.85M	﹤0.01%	1926
2026 Q1	$21M	Buy	940,676 +191,447	+26%	+$4.28M	﹤0.01%	1417
2025 Q4	$16.8M	Buy	749,229 +245,592	+49%	+$5.5M	﹤0.01%	1611
2025 Q3	$11.3M	Buy	503,637 +38,591	+8%	+$861K	﹤0.01%	2070
2025 Q2	$10.4M	Sell	465,046 -31,845	-6%	-$708K	﹤0.01%	2008
2025 Q1	$11.1M	Buy	496,891 +43,267	+10%	+$953K	﹤0.01%	1674
2024 Q4	$9.94M	Sell	453,624 -247,540	-35%	-$5.46M	﹤0.01%	1798
2024 Q3	$15.8M	Buy	701,164 +44,502	+7%	+$991K	﹤0.01%	1498
2024 Q2	$14.3M	Buy	656,662 +293,471	+81%	+$6.37M	﹤0.01%	1444
2024 Q1	$7.97M	Buy	363,191 +29,251	+9%	+$644K	﹤0.01%	1842
2023 Q4	$7.42M	Buy	333,940 +99,905	+43%	+$2.17M	﹤0.01%	1949
2023 Q3	$5.04M	Buy	234,035 +167,015	+249%	+$3.64M	﹤0.01%	2081
2023 Q2	$1.48M	Buy	67,020 +7,389	+12%	+$165K	﹤0.01%	3081
2023 Q1	$1.34M	Buy	+59,631	New	+$1.33M	﹤0.01%	3124

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

Royal Bank of Canada's IBTI Position: Q2 2026 in Review

Royal Bank of Canada reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 42% in Q2 2026, selling an estimated $8.85M and leaving 541,584 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Royal Bank of Canada first reported a position in IBTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $21M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Royal Bank of Canada held 541,584 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $12M as of Q2 2026.
Royal Bank of Canada sold 399,092 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $8.85M.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #1926 holding.
Royal Bank of Canada first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Royal Bank of Canada's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $21M in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.