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

Merit 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 		$728K Buy
32,889
+6,382
+24% +$142K ﹤0.01% 1262
2026
Q1 		$591K Buy
26,507
+115
+0.4% +$2.57K ﹤0.01% 1272
2025
Q4 		$590K Buy
26,392
+14,764
+127% +$331K ﹤0.01% 1199
2025
Q3 		$260K Buy
11,628
+706
+6% +$15.8K ﹤0.01% 1531
2025
Q2 		$244K Buy
+10,922
New +$243K ﹤0.01% 1445

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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

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

Merit Financial Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 24% in Q2 2026, buying an estimated $142K and bringing the position to 32,889 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Merit Financial Group first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Merit Financial Group held 32,889 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $728K as of Q2 2026.
  • Merit Financial Group bought 6,382 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $142K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1262 holding.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.