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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	67,035 +1,696	+3%	+$37.6K	0.17%	69
2026 Q1	$1.46M	Buy	65,339 +6,876	+12%	+$154K	0.19%	64
2025 Q4	$1.31M	Buy	58,463 +47,076	+413%	+$1.05M	0.17%	68
2025 Q3	$255K	Buy	11,387 +2,088	+22%	+$46.6K	0.04%	179
2025 Q2	$208K	Buy	9,299 +276	+3%	+$6.13K	0.03%	194
2025 Q1	$201K	Buy	+9,023	New	+$199K	0.04%	186

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

KFG Wealth Management's IBTI Position: Q2 2026 in Review

KFG Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.6% in Q2 2026, buying an estimated $37.6K and bringing the position to 67,035 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #69.

KFG Wealth Management first reported a position in IBTI in Q1 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

KFG Wealth Management held 67,035 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.48M as of Q2 2026.
KFG Wealth Management bought 1,696 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $37.6K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.17% of KFG Wealth Management's portfolio in Q2 2026, its #69 holding.
KFG Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.