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

Truepoint Inc’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 Q3	$445K	Buy	+20,317	New	+$448K	0.01%	122

Other funds holding IBTI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Truepoint Inc's IBTI Position: Q3 2026 in Review

Truepoint Inc opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 20,317 shares worth $445K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings.

258 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Truepoint Inc held 20,317 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $445K as of Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Truepoint Inc position in Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Truepoint Inc's portfolio in Q3 2026, its #122 holding.
258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Truepoint Inc's 13F filing for Q3 2026, filed 12 Nov 2026.