Thoroughbred Financial Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Thoroughbred Financial Services’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	$3.36M	Sell	151,702 -9,575	-6%	-$212K	0.16%	121
2026 Q1	$3.59M	Buy	161,277 +2,655	+2%	+$59.3K	0.21%	101
2025 Q4	$3.55M	Sell	158,622 -3,287	-2%	-$73.6K	0.21%	99
2025 Q3	$3.62M	Buy	161,909 +29,909	+23%	+$668K	0.22%	99
2025 Q2	$2.95M	Sell	132,000 -21,113	-14%	-$469K	0.21%	106
2025 Q1	$3.41M	Buy	153,113 +27,094	+21%	+$596K	0.21%	97
2024 Q4	$2.76M	Buy	126,019 +11,044	+10%	+$243K	0.17%	121
2024 Q3	$2.59M	Buy	114,975 +50,893	+79%	+$1.13M	0.17%	119
2024 Q2	$1.4M	Buy	64,082 +23,454	+58%	+$509K	0.09%	207
2024 Q1	$891K	Buy	40,628 +19,302	+91%	+$425K	0.09%	217
2023 Q4	$473K	Buy	+21,326	New	+$463K	0.04%	367

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

Thoroughbred Financial Services's IBTI Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5.9% in Q2 2026, selling an estimated $212K and leaving 151,702 shares worth $3.36M. The position accounts for 0.16% of the portfolio, ranked #121.

Thoroughbred Financial Services first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.62M in Q3 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Thoroughbred Financial Services held 151,702 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.36M as of Q2 2026.
Thoroughbred Financial Services sold 9,575 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $212K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.16% of Thoroughbred Financial Services's portfolio in Q2 2026, its #121 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Thoroughbred Financial Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $3.62M in Q3 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.