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

Shelton 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	$10.9M	Buy	490,978 +32,546	+7%	+$722K	4.3%	3
2026 Q1	$10.2M	Buy	458,432 +68,855	+18%	+$1.54M	4.5%	3
2025 Q4	$8.71M	Buy	389,577 +24,539	+7%	+$549K	3.8%	4
2025 Q3	$8.17M	Buy	365,038 +25,228	+7%	+$563K	3.81%	4
2025 Q2	$7.6M	Buy	339,810 +13,887	+4%	+$309K	3.83%	4
2025 Q1	$7.25M	Buy	325,923 +29,380	+10%	+$647K	4.15%	3
2024 Q4	$6.5M	Buy	296,543 +73,828	+33%	+$1.63M	3.56%	5
2024 Q3	$5.01M	Buy	222,715 +33,470	+18%	+$745K	2.85%	8
2024 Q2	$4.13M	Buy	189,245 +59,257	+46%	+$1.29M	2.47%	12
2024 Q1	$2.85M	Buy	129,988 +41,971	+48%	+$924K	1.79%	18
2023 Q4	$1.96M	Buy	+88,017	New	+$1.91M	1.39%	18

Other funds holding IBTI

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return