XY Planning Network’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

XY Planning Network’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	$235K	Buy	+10,628	New	+$236K	0.03%	316

Other funds holding IBTI

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

XY Planning Network's IBTI Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 10,628 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings.

81 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

XY Planning Network held 10,628 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $235K as of Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new XY Planning Network position in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #316 holding.
81 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.