SCS Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

SCS Capital Management’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	$2.88M	Sell	129,890 -1,582	-1%	-$35.1K	0.03%	190
2026 Q1	$2.93M	Buy	131,472 +18,005	+16%	+$402K	0.03%	182
2025 Q4	$2.54M	Buy	113,467 +9,193	+9%	+$206K	0.03%	195
2025 Q3	$2.33M	Buy	104,274 +195	+0.2%	+$4.35K	0.03%	199
2025 Q2	$2.33M	Buy	104,079 +196	+0.2%	+$4.36K	0.03%	209
2025 Q1	$2.31M	Sell	103,883 -5,356	-5%	-$118K	0.03%	184
2024 Q4	$2.39M	Buy	109,239 +245	+0.2%	+$5.4K	0.05%	59
2024 Q3	$2.45M	Buy	108,994 +184	+0.2%	+$4.1K	0.05%	57
2024 Q2	$2.38M	Buy	108,810 +190	+0.2%	+$4.12K	0.05%	60
2024 Q1	$2.38M	Buy	+108,620	New	+$2.39M	0.05%	61

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

SCS Capital Management's IBTI Position: Q2 2026 in Review

SCS Capital Management reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.2% in Q2 2026, selling an estimated $35.1K and leaving 129,890 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #190.

SCS Capital Management first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

SCS Capital Management held 129,890 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.88M as of Q2 2026.
SCS Capital Management sold 1,582 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $35.1K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of SCS Capital Management's portfolio in Q2 2026, its #190 holding.
SCS Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
SCS Capital Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.93M in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.