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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCM

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

HWA

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

Scissortail Wealth Management's IBTI Position: Q1 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 15% in Q1 2026, buying an estimated $1.49M and bringing the position to 518,193 shares worth $11.5M. The position accounts for 2.32% of the portfolio, ranked #11.

Scissortail Wealth Management first reported a position in IBTI in Q4 2023 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Scissortail Wealth Management held 518,193 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $11.5M as of Q1 2026.
Scissortail Wealth Management bought 66,811 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $1.49M.
iShares iBonds Dec 2028 Term Treasury ETF made up 2.32% of Scissortail Wealth Management's portfolio in Q1 2026, its #11 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.