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Koss-Olinger Consulting’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Koss-Olinger Consulting’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 		$642K Buy
28,821
+54
+0.2% +$1.21K 0.05% 136
2025
Q4 		$643K Buy
28,767
+5,864
+26% +$131K 0.05% 135
2025
Q3 		$512K Hold
22,903
– – 0.04% 203
2025
Q2 		$512K Buy
22,903
+74
+0.3% +$1.65K 0.04% 201
2025
Q1 		$508K Buy
22,829
+5,429
+31% +$120K 0.04% 196
2024
Q4 		$381K Buy
+17,400
New +$384K 0.03% 145

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return