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Milestone Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Milestone Asset Management’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
Q3 		$292K Buy
13,311
+741
+6% +$16.3K 0.05% 202
2026
Q2 		$278K Buy
+12,570
New +$279K 0.04% 229

Other funds holding IBTI

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Milestone Asset Management's IBTI Position: Q3 2026 in Review

Milestone Asset Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5.9% in Q3 2026, buying an estimated $16.3K and bringing the position to 13,311 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #202.

Milestone Asset Management first reported a position in IBTI in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Milestone Asset Management held 13,311 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $292K as of Q3 2026.
  • Milestone Asset Management bought 741 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $16.3K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Milestone Asset Management's portfolio in Q3 2026, its #202 holding.
  • Milestone Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.