Robbins Farley’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Robbins Farley’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	$20K	Hold	912	–	–	0.01%	108
2026 Q2	$20.2K	Hold	912	–	–	0.01%	104
2026 Q1	$20.3K	Sell	912 -209	-19%	-$4.67K	0.01%	98
2025 Q4	$25.1K	Sell	1,121 -625	-36%	-$14K	0.01%	95
2025 Q3	$39.1K	Hold	1,746	–	–	0.02%	90
2025 Q2	$39K	Sell	1,746 -78	-4%	-$1.73K	0.02%	87
2025 Q1	$40.6K	Hold	1,824	–	–	0.02%	82
2024 Q4	$40K	Hold	1,824	–	–	0.02%	83
2024 Q3	$41K	Hold	1,824	–	–	0.02%	81
2024 Q2	$39.8K	Hold	1,824	–	–	0.02%	79
2024 Q1	$40K	Buy	+1,824	New	+$40.1K	0.02%	80

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

MKT Advisors Escondido, California $312M AUM 9.96% 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

Robbins Farley's IBTI Position: Q3 2026 in Review

Robbins Farley held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q3 2026 at 912 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #108.

Robbins Farley first reported a position in IBTI in Q1 2024 and has held it in 11 quarters since. The position peaked at $41K in Q3 2024. 68 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Robbins Farley held 912 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $20K as of Q3 2026.
Robbins Farley left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Robbins Farley's portfolio in Q3 2026, its #108 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
Robbins Farley's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $41K in Q3 2024.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.