Wealthspire Advisors (New York)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Wealthspire Advisors (New York)’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	$734K	Buy	33,170 +452	+1%	+$10K	﹤0.01%	656
2026 Q1	$729K	Buy	32,718 +16,529	+102%	+$369K	0.01%	475
2025 Q4	$362K	Buy	16,189 +3,186	+25%	+$71.3K	﹤0.01%	724
2025 Q3	$291K	Buy	13,003 +688	+6%	+$15.4K	﹤0.01%	680
2025 Q2	$275K	Buy	+12,315	New	+$274K	﹤0.01%	692

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBTI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.4% in Q2 2026, buying an estimated $10K and bringing the position to 33,170 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Wealthspire Advisors (New York) first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Wealthspire Advisors (New York) held 33,170 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $734K as of Q2 2026.
Wealthspire Advisors (New York) bought 452 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $10K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #656 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.