SageView Advisory Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

SageView Advisory 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 Q2	$225K	Buy	+10,154	New	+$225K	0.01%	579
2026 Q1	–	Sell	-4,510	Closed	-$101K	–	1418
2025 Q4	$101K	Buy	+4,510	New	+$101K	﹤0.01%	830

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

SageView Advisory Group's IBTI Position: Q2 2026 in Review

SageView Advisory Group opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 10,154 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IBTI as recently as Q4 2025.

SageView Advisory Group first reported a position in IBTI in Q4 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

SageView Advisory Group held 10,154 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $225K as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new SageView Advisory Group position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #579 holding.
SageView Advisory Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.