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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.4M Buy
922,765
+21,544
+2% +$478K 8.6% 6
2026
Q1
$20.1M Buy
901,221
+19,766
+2% +$442K 10.28% 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

Horizon Advisory Services's IBTI Position: Q2 2026 in Review

Horizon Advisory Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.4% in Q2 2026, buying an estimated $478K and bringing the position to 922,765 shares worth $20.4M. The position accounts for 8.6% of the portfolio, ranked #6.

Horizon Advisory Services first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Horizon Advisory Services held 922,765 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $20.4M as of Q2 2026.
  • Horizon Advisory Services bought 21,544 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $478K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 8.6% of Horizon Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Horizon Advisory Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.