Sanctuary Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Sanctuary Advisors’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	$3.49M	Buy	157,821 +27,444	+21%	+$609K	0.02%	741
2026 Q1	$2.91M	Buy	130,377 +4,668	+4%	+$104K	0.02%	754
2025 Q4	$2.81M	Buy	125,709 +12,164	+11%	+$272K	0.02%	758
2025 Q3	$2.54M	Sell	113,545 -2,746	-2%	-$61.3K	0.01%	771
2025 Q2	$2.6M	Buy	116,291 +4,065	+4%	+$90.4K	0.02%	737
2025 Q1	$2.5M	Buy	112,226 +2,522	+2%	+$55.5K	0.02%	707
2024 Q4	$2.41M	Buy	109,704 +3,883	+4%	+$85.6K	0.02%	779
2024 Q3	$2.32M	Buy	+105,821	New	+$2.36M	0.01%	792

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

Sanctuary Advisors's IBTI Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 21% in Q2 2026, buying an estimated $609K and bringing the position to 157,821 shares worth $3.49M. The position accounts for 0.02% of the portfolio, ranked #741.

Sanctuary Advisors first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Sanctuary Advisors held 157,821 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.49M as of Q2 2026.
Sanctuary Advisors bought 27,444 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $609K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #741 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.