Wealth Advisory Solutions’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Wealth Advisory Solutions’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 Q1	$527K	Buy	23,643 +1,676	+8%	+$37.5K	0.12%	88
2025 Q4	$491K	Buy	21,967 +337	+2%	+$7.54K	0.11%	89
2025 Q3	$484K	Buy	21,630 +914	+4%	+$20.4K	0.12%	94
2025 Q2	$463K	Buy	20,716 +628	+3%	+$14K	0.12%	94
2025 Q1	$447K	Buy	+20,088	New	+$442K	0.12%	94

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wealth Advisory Solutions's IBTI Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.6% in Q1 2026, buying an estimated $37.5K and bringing the position to 23,643 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #88.

Wealth Advisory Solutions first reported a position in IBTI in Q1 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Wealth Advisory Solutions held 23,643 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $527K as of Q1 2026.
Wealth Advisory Solutions bought 1,676 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $37.5K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.12% of Wealth Advisory Solutions's portfolio in Q1 2026, its #88 holding.
Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.