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

SignatureFD’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	$4.54M	Buy	207,041 +27,081	+15%	+$597K	0.06%	136
2026 Q2	$3.98M	Buy	179,960 +6,986	+4%	+$155K	0.05%	143
2026 Q1	$3.85M	Sell	172,974 -4,627	-3%	-$103K	0.06%	124
2025 Q4	$3.97M	Hold	177,601	–	–	0.06%	126
2025 Q3	$3.98M	Buy	177,601 +27,491	+18%	+$614K	0.06%	116
2025 Q2	$3.36M	Buy	150,110 +58,407	+64%	+$1.3M	0.06%	133
2025 Q1	$2.04M	Buy	91,703 +40,434	+79%	+$890K	0.04%	180
2024 Q4	$1.12M	Buy	+51,269	New	+$1.13M	0.02%	303

Other funds holding IBTI

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Denver PWM Denver, Colorado $301M AUM 10.76% 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

SignatureFD's IBTI Position: Q3 2026 in Review

SignatureFD increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 15% in Q3 2026, buying an estimated $597K and bringing the position to 207,041 shares worth $4.54M. The position accounts for 0.06% of the portfolio, ranked #136.

SignatureFD first reported a position in IBTI in Q4 2024 and has held it in 8 quarters since. 114 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

SignatureFD held 207,041 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.54M as of Q3 2026.
SignatureFD bought 27,081 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $597K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of SignatureFD's portfolio in Q3 2026, its #136 holding.
SignatureFD first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
114 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.