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

Savvy Advisors Inc’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 		$278K Sell
12,558
-4,742
-27% -$105K 0.01% 1037
2026
Q1 		$385K Buy
17,300
+4,679
+37% +$105K 0.01% 761
2025
Q4 		$282K Buy
+12,621
New +$283K 0.01% 794

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savvy Advisors Inc's IBTI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 27% in Q2 2026, selling an estimated $105K and leaving 12,558 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #1037.

Savvy Advisors Inc first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Savvy Advisors Inc held 12,558 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $278K as of Q2 2026.
  • Savvy Advisors Inc sold 4,742 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $105K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1037 holding.
  • Savvy Advisors Inc first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $385K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.