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 Q2	$642K	Buy	29,001 +180	+0.6%	+$3.99K	0.05%	76
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

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

Koss-Olinger Consulting's IBTI Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.62% in Q2 2026, buying an estimated $3.99K and bringing the position to 29,001 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #76.

Koss-Olinger Consulting first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Koss-Olinger Consulting held 29,001 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $642K as of Q2 2026.
Koss-Olinger Consulting bought 180 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $3.99K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Koss-Olinger Consulting's portfolio in Q2 2026, its #76 holding.
Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Koss-Olinger Consulting's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $643K in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.