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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
Q3 		$4.15M Buy
189,213
+5,596
+3% +$123K 0.97% 24
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Colton Groome Financial Advisors's IBTI Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3% in Q3 2026, buying an estimated $123K and bringing the position to 189,213 shares worth $4.15M. The position accounts for 0.97% of the portfolio, ranked #24.

Colton Groome Financial Advisors first reported a position in IBTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.26M in Q4 2025. 32 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Colton Groome Financial Advisors held 189,213 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.15M as of Q3 2026.
  • Colton Groome Financial Advisors bought 5,596 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $123K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.97% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #24 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 4 quarters since.
  • Colton Groome Financial Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $5.26M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.