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Krilogy Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Krilogy Financial’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 		$14.2M Buy
642,965
+44,049
+7% +$977K 0.42% 45
2026
Q1 		$13.3M Buy
598,916
+26,103
+5% +$583K 0.43% 47
2025
Q4 		$12.8M Buy
572,813
+454,790
+385% +$10.2M 0.44% 48
2025
Q3 		$2.63M Sell
118,023
-9,090
-7% -$203K 0.1% 166
2025
Q2 		$2.84M Sell
127,113
-6,169
-5% -$137K 0.16% 109
2025
Q1 		$2.97M Buy
133,282
+18,421
+16% +$406K 0.19% 100
2024
Q4 		$2.52M Buy
114,861
+87,716
+323% +$1.93M 0.17% 109
2024
Q3 		$611K Buy
27,145
+7,061
+35% +$157K 0.04% 191
2024
Q2 		$438K Sell
20,084
-9,243
-32% -$201K 0.03% 210
2024
Q1 		$643K Sell
29,327
-10,578
-27% -$233K 0.05% 189
2023
Q4 		$886K Buy
39,905
+14,308
+56% +$310K 0.08% 153
2023
Q3 		$552K Buy
25,597
+5,907
+30% +$129K 0.05% 177
2023
Q2 		$433K Buy
19,690
+8,222
+72% +$184K 0.04% 187
2023
Q1 		$258K Sell
11,468
-1,800
-14% -$40K 0.02% 351
2022
Q4 		$291K Sell
13,268
-18,906
-59% -$415K 0.03% 324
2022
Q3 		$703K Hold
32,174
– – 0.08% 160
2022
Q2 		$738K Sell
32,174
-13,168
-29% -$303K 0.09% 161
2022
Q1 		$1.08M Buy
+45,342
New +$1.11M 0.11% 126

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Krilogy Financial's IBTI Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.4% in Q2 2026, buying an estimated $977K and bringing the position to 642,965 shares worth $14.2M. The position accounts for 0.42% of the portfolio, ranked #45.

Krilogy Financial first reported a position in IBTI in Q1 2022 and has held it in 18 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Krilogy Financial held 642,965 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $14.2M as of Q2 2026.
  • Krilogy Financial bought 44,049 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $977K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.42% of Krilogy Financial's portfolio in Q2 2026, its #45 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.