Signature Wealth Management Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Signature Wealth Management 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 Q1	$377K	Hold	16,915	–	–	0.14%	105
2025 Q4	$378K	Hold	16,915	–	–	0.15%	88
2025 Q3	$379K	Sell	16,915 -6,028	-26%	-$135K	0.15%	91
2025 Q2	$513K	Sell	22,943 -323	-1%	-$7.18K	0.2%	85
2025 Q1	$518K	Buy	23,266 +5,294	+29%	+$117K	0.2%	91
2024 Q4	$394K	Buy	17,972 +3,622	+25%	+$79.9K	0.16%	93
2024 Q3	$323K	Buy	14,350 +166	+1%	+$3.7K	0.13%	93
2024 Q2	$310K	Buy	14,184 +889	+7%	+$19.3K	0.14%	95
2024 Q1	$287K	Buy	+13,295	New	+$293K	0.13%	95

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Signature Wealth Management Group's IBTI Position: Q1 2026 in Review

Signature Wealth Management Group held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 16,915 shares worth $377K. The position accounts for 0.14% of the portfolio, ranked #105.

Signature Wealth Management Group first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $518K in Q1 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Signature Wealth Management Group held 16,915 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $377K as of Q1 2026.
Signature Wealth Management Group left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.14% of Signature Wealth Management Group's portfolio in Q1 2026, its #105 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $518K in Q1 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.