Single Point Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Single Point Partners’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	$332K	Buy	+14,996	New	+$333K	0.06%	67

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

Single Point Partners's IBTI Position: Q2 2026 in Review

Single Point Partners opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 14,996 shares worth $332K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings.

256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Single Point Partners held 14,996 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $332K as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Single Point Partners position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Single Point Partners's portfolio in Q2 2026, its #67 holding.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.