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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
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

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