Choreo LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Choreo LLC’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 Q3	$2.02M	Buy	+92,407	New	+$2.04M	0.02%	428

Other funds holding IBTI

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Choreo LLC's IBTI Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 92,407 shares worth $2.02M. The stake represents 0.02% of the portfolio and ranks #428 among its holdings.

117 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Choreo LLC held 92,407 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.02M as of Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.02% of Choreo LLC's portfolio in Q3 2026, its #428 holding.
117 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.