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 Q3	$18.5M	Buy	843,249 +1,639	+0.2%	+$36.1K	5.93%	6
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

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

MKT Advisors's IBTI Position: Q3 2026 in Review

MKT Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.19% in Q3 2026, buying an estimated $36.1K and bringing the position to 843,249 shares worth $18.5M. The position accounts for 5.93% of the portfolio, ranked #6.

MKT Advisors first reported a position in IBTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.6M in Q2 2026. 69 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

MKT Advisors held 843,249 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $18.5M as of Q3 2026.
MKT Advisors bought 1,639 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $36.1K.
iShares iBonds Dec 2028 Term Treasury ETF made up 5.93% of MKT Advisors's portfolio in Q3 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 12 quarters since.
MKT Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $18.6M in Q2 2026.
69 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.