Scissortail Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Scissortail Wealth Management’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	$11.7M	Buy	526,299 +8,106	+2%	+$180K	2.24%	13
2026 Q1	$11.5M	Buy	518,193 +66,811	+15%	+$1.49M	2.32%	11
2025 Q4	$10.1M	Buy	451,382 +22,453	+5%	+$503K	2.3%	13
2025 Q3	$9.6M	Buy	428,929 +6,851	+2%	+$153K	2.09%	15
2025 Q2	$9.44M	Buy	422,078 +9,620	+2%	+$214K	2.27%	14
2025 Q1	$9.18M	Buy	412,458 +79,979	+24%	+$1.76M	2.36%	12
2024 Q4	$7.28M	Buy	332,479 +332,057	+78,686%	+$7.32M	1.86%	16
2024 Q3	$7.27M	Sell	422 -293,581	-100%	-$6.54M	1.76%	17
2024 Q2	$6.42M	Buy	294,003 +8,173	+3%	+$177K	1.63%	19
2024 Q1	$6.27M	Sell	285,830 -763	-0.3%	-$16.8K	1.66%	19
2023 Q4	$6.36M	Buy	+286,593	New	+$6.22M	2.01%	16

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Scissortail Wealth Management's IBTI Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.6% in Q2 2026, buying an estimated $180K and bringing the position to 526,299 shares worth $11.7M. The position accounts for 2.24% of the portfolio, ranked #13.

Scissortail Wealth Management first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Scissortail Wealth Management held 526,299 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $11.7M as of Q2 2026.
Scissortail Wealth Management bought 8,106 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $180K.
iShares iBonds Dec 2028 Term Treasury ETF made up 2.24% of Scissortail Wealth Management's portfolio in Q2 2026, its #13 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.