Horizon Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Horizon Advisory Services’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 Q1	$20.1M	Buy	901,221 +19,766	+2%	+$442K	10.29%	6
2025 Q4	$19.7M	Buy	881,455 +25,554	+3%	+$572K	9.98%	5
2025 Q3	$19.2M	Buy	855,901 +14,715	+2%	+$328K	9.8%	5
2025 Q2	$18.8M	Buy	841,186 +15,183	+2%	+$338K	10.1%	5
2025 Q1	$18.4M	Buy	826,003 +21,922	+3%	+$483K	10.4%	5
2024 Q4	$17.6M	Buy	804,081 +23,419	+3%	+$516K	10.08%	6
2024 Q3	$17.6M	Buy	780,662 +14,586	+2%	+$325K	8.01%	8
2024 Q2	$16.7M	Buy	766,076 +27,478	+4%	+$596K	8%	9
2024 Q1	$16.2M	Buy	+738,598	New	+$16.3M	7.54%	9

Other funds holding IBTI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return