KWM
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KFG Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

KFG Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$208K Buy
9,299
+276
+3% +$6.17K 0.03% 194
2025
Q1 		$201K Buy
+9,023
New +$201K 0.04% 186