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

Mendota Financial Group’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 		$691K Buy
31,198
+289
+0.9% +$6.41K 0.43% 24
2026
Q1 		$689K Buy
30,909
+184
+0.6% +$4.11K 0.51% 24
2025
Q4 		$687K Buy
30,725
+383
+1% +$8.57K 0.5% 27
2025
Q3 		$679K Buy
+30,342
New +$677K 0.51% 27
2025
Q1 		– Sell
-10,484
Closed -$230K – 223
2024
Q4 		$230K Sell
10,484
-14,344
-58% -$316K 0.15% 38
2024
Q3 		$559K Buy
24,828
+6,242
+34% +$139K 0.27% 29
2024
Q2 		$406K Buy
18,586
+186
+1% +$4.04K 0.22% 40
2024
Q1 		$404K Buy
18,400
+6,574
+56% +$145K 0.24% 40
2023
Q4 		$263K Buy
+11,826
New +$257K 0.21% 55

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mendota Financial Group's IBTI Position: Q2 2026 in Review

Mendota Financial Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.94% in Q2 2026, buying an estimated $6.41K and bringing the position to 31,198 shares worth $691K. The position accounts for 0.43% of the portfolio, ranked #24.

Mendota Financial Group first reported a position in IBTI in Q4 2023 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Mendota Financial Group held 31,198 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $691K as of Q2 2026.
  • Mendota Financial Group bought 289 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $6.41K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.43% of Mendota Financial Group's portfolio in Q2 2026, its #24 holding.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.