Strategic Financial Concepts’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Strategic Financial Concepts’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	$449K	Hold	20,262	–	–	0.13%	141
2026 Q1	$451K	Buy	+20,262	New	+$453K	0.11%	168
2025 Q4	–	Sell	-12,525	Closed	-$280K	–	193
2025 Q3	$280K	Hold	12,525	–	–	0.04%	200
2025 Q2	$280K	Hold	12,525	–	–	0.04%	208
2025 Q1	$279K	Buy	12,525 +175	+1%	+$3.85K	0.05%	252
2024 Q4	$271K	Hold	12,350	–	–	0.05%	260
2024 Q3	$278K	Sell	12,350 -260,647	-95%	-$5.8M	0.09%	187
2024 Q2	$12.3K	Buy	272,997 +260,647	+2,111%	+$5.66M	0.01%	386
2024 Q1	$271K	Buy	+12,350	New	+$272K	0.07%	243

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

Strategic Financial Concepts's IBTI Position: Q2 2026 in Review

Strategic Financial Concepts held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 20,262 shares worth $449K. The position accounts for 0.13% of the portfolio, ranked #141.

Strategic Financial Concepts first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $451K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Strategic Financial Concepts held 20,262 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $449K as of Q2 2026.
Strategic Financial Concepts left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.13% of Strategic Financial Concepts's portfolio in Q2 2026, its #141 holding.
Strategic Financial Concepts first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Strategic Financial Concepts's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $451K in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.