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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

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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. 66 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.
  • 66 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.