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

PFG 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	$1.33M	Buy	+60,134	New	+$1.33M	0.07%	310

Other funds holding IBTI

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Advisors's IBTI Position: Q2 2026 in Review

PFG Advisors opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 60,134 shares worth $1.33M. The stake represents 0.07% of the portfolio and ranks #310 among its holdings.

105 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

PFG Advisors held 60,134 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.33M as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new PFG Advisors position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.07% of PFG Advisors's portfolio in Q2 2026, its #310 holding.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.