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Steward Partners Investment Advisory’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Steward Partners Investment Advisory’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 		$335K Sell
15,136
-531,682
-97% -$11.8M ﹤0.01% 1943
2026
Q1 		$12.2M Buy
546,818
+9,978
+2% +$223K 0.06% 287
2025
Q4 		$12M Buy
536,840
+85,594
+19% +$1.92M 0.07% 259
2025
Q3 		$10.1M Buy
451,246
+15,325
+4% +$342K 0.06% 280
2025
Q2 		$9.75M Buy
435,921
+134,023
+44% +$2.98M 0.08% 251
2025
Q1 		$6.72M Buy
301,898
+7,471
+3% +$164K 0.06% 324
2024
Q4 		$6.45M Sell
294,427
-360
-0.1% -$7.94K 0.06% 321
2024
Q3 		$6.63M Sell
294,787
-13,641
-4% -$304K 0.06% 301
2024
Q2 		$6.73M Buy
308,428
+29,698
+11% +$645K 0.07% 276
2024
Q1 		$6.11M Buy
278,730
+8,890
+3% +$196K 0.07% 287
2023
Q4 		$5.99M Buy
269,840
+262,714
+3,687% +$5.7M 0.08% 245
2023
Q3 		$154K Sell
7,126
-459
-6% -$10K ﹤0.01% 1401
2023
Q2 		$167K Buy
7,585
+409
+6% +$9.15K ﹤0.01% 1365
2023
Q1 		$161K Buy
+7,176
New +$160K ﹤0.01% 1379

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Steward Partners Investment Advisory's IBTI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 97% in Q2 2026, selling an estimated $11.8M and leaving 15,136 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Steward Partners Investment Advisory first reported a position in IBTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Steward Partners Investment Advisory held 15,136 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $335K as of Q2 2026.
  • Steward Partners Investment Advisory sold 531,682 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $11.8M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1943 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $12.2M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.