Hughes Financial Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Hughes Financial 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 Q2	$2.28M	Buy	103,191 +3,221	+3%	+$71.4K	0.3%	30
2026 Q1	$2.23M	Buy	99,970 +1,226	+1%	+$27.4K	0.34%	29
2025 Q4	$2.21M	Sell	98,744 -403	-0.4%	-$9.02K	0.35%	31
2025 Q3	$2.22M	Buy	99,147 +4,152	+4%	+$92.7K	0.35%	29
2025 Q2	$2.12M	Buy	94,995 +3,585	+4%	+$79.7K	0.36%	29
2025 Q1	$2.03M	Buy	+91,410	New	+$2.01M	0.4%	28

Other funds holding IBTI

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Hughes Financial Services's IBTI Position: Q2 2026 in Review

Hughes Financial Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.2% in Q2 2026, buying an estimated $71.4K and bringing the position to 103,191 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #30.

Hughes Financial Services first reported a position in IBTI in Q1 2025 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Hughes Financial Services held 103,191 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.28M as of Q2 2026.
Hughes Financial Services bought 3,221 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $71.4K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.3% of Hughes Financial Services's portfolio in Q2 2026, its #30 holding.
Hughes Financial Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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