KPP Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

KPP Advisory 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	$315K	Sell	14,240 -335	-2%	-$7.43K	0.04%	295
2026 Q1	$325K	Buy	14,575 +1,000	+7%	+$22.4K	0.05%	276
2025 Q4	$304K	Hold	13,575	–	–	0.04%	271
2025 Q3	$304K	Sell	13,575 -225	-2%	-$5.02K	0.05%	271
2025 Q2	$309K	Hold	13,800	–	–	0.05%	251
2025 Q1	$307K	Hold	13,800	–	–	0.06%	245
2024 Q4	$302K	Buy	13,800 +1,000	+8%	+$22K	0.07%	197
2024 Q3	$288K	Hold	12,800	–	–	0.07%	202
2024 Q2	$279K	Hold	12,800	–	–	0.07%	193
2024 Q1	$281K	Buy	+12,800	New	+$282K	0.08%	193
2023 Q4	–	Sell	-9,800	Closed	-$211K	–	162
2023 Q3	$211K	Buy	+9,800	New	+$213K	0.07%	197

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

KPP Advisory Services's IBTI Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.3% in Q2 2026, selling an estimated $7.43K and leaving 14,240 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #295.

KPP Advisory Services first reported a position in IBTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $325K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

KPP Advisory Services held 14,240 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $315K as of Q2 2026.
KPP Advisory Services sold 335 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $7.43K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #295 holding.
KPP Advisory Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $325K in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.