MKT Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

MKT Advisors’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	$18.6M	Buy	841,610 +38,797	+5%	+$860K	5.77%	6
2026 Q1	$17.8M	Buy	802,813 +18,508	+2%	+$414K	5.98%	5
2025 Q4	$17.6M	Buy	784,305 +257,982	+49%	+$5.78M	5.99%	4
2025 Q3	$11.8M	Buy	526,323 +8,336	+2%	+$186K	4.38%	7
2025 Q2	$11.5M	Buy	517,987 +18,559	+4%	+$413K	4.56%	7
2025 Q1	$11.1M	Buy	499,428 +11,968	+2%	+$263K	5.22%	7
2024 Q4	$10.7M	Buy	487,460 +111,251	+30%	+$2.45M	4.65%	7
2024 Q3	$8.45M	Buy	376,209 +36,942	+11%	+$823K	3.96%	7
2024 Q2	$7.42M	Buy	339,267 +78,574	+30%	+$1.71M	3.69%	8
2024 Q1	$5.62M	Buy	260,693 +170,224	+188%	+$3.75M	3.08%	8
2023 Q4	$2M	Buy	+90,469	New	+$1.96M	1.32%	14

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MKT Advisors's IBTI Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.8% in Q2 2026, buying an estimated $860K and bringing the position to 841,610 shares worth $18.6M. The position accounts for 5.77% of the portfolio, ranked #6.

MKT Advisors first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

MKT Advisors held 841,610 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $18.6M as of Q2 2026.
MKT Advisors bought 38,797 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $860K.
iShares iBonds Dec 2028 Term Treasury ETF made up 5.77% of MKT Advisors's portfolio in Q2 2026, its #6 holding.
MKT Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.