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 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

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

Wealthspire Advisors (New York)'s IBTI Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 102% in Q1 2026, buying an estimated $369K and bringing the position to 32,718 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #475.

Wealthspire Advisors (New York) first reported a position in IBTI in Q2 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Wealthspire Advisors (New York) held 32,718 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $729K as of Q1 2026.
Wealthspire Advisors (New York) bought 16,529 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $369K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #475 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 4 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.