Atwood & Palmer’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Atwood & Palmer’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	$21.2M	Buy	959,379 +15,969	+2%	+$354K	1.13%	37
2026 Q1	$21M	Buy	943,410 +19,318	+2%	+$432K	1.19%	36
2025 Q4	$20.7M	Buy	924,092 +20,801	+2%	+$466K	1.17%	35
2025 Q3	$20.2M	Sell	903,291 -4,264	-0.5%	-$95.2K	1.19%	37
2025 Q2	$20.3M	Sell	907,555 -226,268	-20%	-$5.03M	1.27%	34
2025 Q1	$25.2M	Buy	1,133,823 +50,013	+5%	+$1.1M	1.75%	24
2024 Q4	$23.7M	Buy	1,083,810 +73,906	+7%	+$1.63M	1.63%	25
2024 Q3	$22.7M	Buy	1,009,904 +70,204	+7%	+$1.56M	1.55%	30
2024 Q2	$20.5M	Buy	939,700 +12,795	+1%	+$278K	1.55%	27
2024 Q1	$20.3M	Buy	926,905 +105,095	+13%	+$2.31M	1.54%	29
2023 Q4	$18.3M	Buy	821,810 +31,905	+4%	+$692K	1.48%	30
2023 Q3	$17M	Buy	+789,905	New	+$17.2M	1.49%	28

Other funds holding IBTI

BCM

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

HWA

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Atwood & Palmer's IBTI Position: Q2 2026 in Review

Atwood & Palmer increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.7% in Q2 2026, buying an estimated $354K and bringing the position to 959,379 shares worth $21.2M. The position accounts for 1.13% of the portfolio, ranked #37.

Atwood & Palmer first reported a position in IBTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.2M in Q1 2025. 81 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Atwood & Palmer held 959,379 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $21.2M as of Q2 2026.
Atwood & Palmer bought 15,969 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $354K.
iShares iBonds Dec 2028 Term Treasury ETF made up 1.13% of Atwood & Palmer's portfolio in Q2 2026, its #37 holding.
Atwood & Palmer first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Atwood & Palmer's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $25.2M in Q1 2025.
81 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.