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Clayton Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Clayton Financial Group’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 		– Sell
-1,045
Closed -$23.3K – 301
2026
Q1 		$23.3K Buy
1,045
+20
+2% +$447 0.01% 180
2025
Q4 		$22.9K Buy
+1,025
New +$22.9K 0.01% 176

Other funds holding IBTI

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Clayton Financial Group's IBTI Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 1,045 shares — an estimated $23.3K sold.

Clayton Financial Group first reported a position in IBTI in Q4 2025 and held it in 2 quarters. The position peaked at $23.3K in Q1 2026. 112 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,045 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $23.3K.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $23.3K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.