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Colton Groome Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Colton Groome Financial Advisors’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 		$4.07M Sell
183,617
-28,495
-13% -$632K 0.98% 21
2026
Q1 		$4.73M Sell
212,112
-22,961
-10% -$513K 1.35% 13
2025
Q4 		$5.26M Buy
+235,073
New +$5.26M 1.51% 15

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Colton Groome Financial Advisors's IBTI Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 13% in Q2 2026, selling an estimated $632K and leaving 183,617 shares worth $4.07M. The position accounts for 0.98% of the portfolio, ranked #21.

Colton Groome Financial Advisors first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.26M in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Colton Groome Financial Advisors held 183,617 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.07M as of Q2 2026.
  • Colton Groome Financial Advisors sold 28,495 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $632K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.98% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Colton Groome Financial Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $5.26M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.