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

Truist Financial’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	$1.96M	Sell	88,526 -1,639	-2%	-$36.3K	﹤0.01%	1399
2026 Q1	$2.01M	Buy	90,165 +1,894	+2%	+$42.3K	﹤0.01%	1321
2025 Q4	$1.97M	Sell	88,271 -8,824	-9%	-$198K	﹤0.01%	1292
2025 Q3	$2.17M	Sell	97,095 -2,558	-3%	-$57.1K	﹤0.01%	1292
2025 Q2	$2.23M	Sell	99,653 -3,755	-4%	-$83.5K	﹤0.01%	1219
2025 Q1	$2.3M	Sell	103,408 -5,134	-5%	-$113K	﹤0.01%	1154
2024 Q4	$2.38M	Sell	108,542 -38,515	-26%	-$849K	﹤0.01%	1154
2024 Q3	$3.31M	Sell	147,057 -81,160	-36%	-$1.81M	0.01%	1005
2024 Q2	$4.98M	Sell	228,217 -939,720	-80%	-$20.4M	0.01%	861
2024 Q1	$25.6M	Sell	1,167,937 -11,579	-1%	-$255K	0.04%	363
2023 Q4	$25.8M	Buy	+1,179,516	New	+$25.6M	0.04%	346

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

Truist Financial's IBTI Position: Q2 2026 in Review

Truist Financial reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.8% in Q2 2026, selling an estimated $36.3K and leaving 88,526 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Truist Financial first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.8M in Q4 2023. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Truist Financial held 88,526 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.96M as of Q2 2026.
Truist Financial sold 1,639 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $36.3K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1399 holding.
Truist Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Truist Financial's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $25.8M in Q4 2023.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.