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

SignatureFD’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	$3.98M	Buy	179,960 +6,986	+4%	+$155K	0.05%	143
2026 Q1	$3.85M	Sell	172,974 -4,627	-3%	-$103K	0.06%	124
2025 Q4	$3.97M	Hold	177,601	–	–	0.06%	126
2025 Q3	$3.98M	Buy	177,601 +27,491	+18%	+$614K	0.06%	116
2025 Q2	$3.36M	Buy	150,110 +58,407	+64%	+$1.3M	0.06%	133
2025 Q1	$2.04M	Buy	91,703 +40,434	+79%	+$890K	0.04%	180
2024 Q4	$1.12M	Buy	+51,269	New	+$1.13M	0.02%	303

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

SignatureFD's IBTI Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4% in Q2 2026, buying an estimated $155K and bringing the position to 179,960 shares worth $3.98M. The position accounts for 0.05% of the portfolio, ranked #143.

SignatureFD first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

SignatureFD held 179,960 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.98M as of Q2 2026.
SignatureFD bought 6,986 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $155K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of SignatureFD's portfolio in Q2 2026, its #143 holding.
SignatureFD first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.