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	4.26%	3
2026 Q1	$10.2M	Buy	458,432 +68,855	+18%	+$1.54M	4.47%	3
2025 Q4	$8.71M	Buy	389,577 +24,539	+7%	+$549K	3.74%	4
2025 Q3	$8.17M	Buy	365,038 +25,228	+7%	+$563K	3.7%	4
2025 Q2	$7.6M	Buy	339,810 +13,887	+4%	+$309K	3.66%	4
2025 Q1	$7.25M	Buy	325,923 +29,380	+10%	+$647K	3.94%	3
2024 Q4	$6.5M	Buy	296,543 +73,828	+33%	+$1.63M	3.36%	5
2024 Q3	$5.01M	Buy	222,715 +33,470	+18%	+$745K	2.72%	8
2024 Q2	$4.13M	Buy	189,245 +59,257	+46%	+$1.29M	2.34%	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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

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

Shelton Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.1% in Q2 2026, buying an estimated $722K and bringing the position to 490,978 shares worth $10.9M. The position accounts for 4.26% of the portfolio, ranked #3.

Shelton Wealth Management first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Shelton Wealth Management held 490,978 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $10.9M as of Q2 2026.
Shelton Wealth Management bought 32,546 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $722K.
iShares iBonds Dec 2028 Term Treasury ETF made up 4.26% of Shelton Wealth Management's portfolio in Q2 2026, its #3 holding.
Shelton 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.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.