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

Yoder 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	$320K	Buy	14,470 +1,400	+11%	+$31K	0.13%	98
2026 Q1	$291K	Hold	13,070	–	–	0.13%	100
2025 Q4	$292K	Buy	13,070 +2,100	+19%	+$47K	0.13%	95
2025 Q3	$246K	Hold	10,970	–	–	0.12%	103
2025 Q2	$245K	Hold	10,970	–	–	0.13%	101
2025 Q1	$244K	Hold	10,970	–	–	0.14%	95
2024 Q4	$240K	Hold	10,970	–	–	0.13%	95
2024 Q3	$247K	Hold	10,970	–	–	0.15%	97
2024 Q2	$239K	Buy	10,970 +150	+1%	+$3.25K	0.16%	93
2024 Q1	$237K	Sell	10,820 -1,600	-13%	-$35.2K	0.15%	91
2023 Q4	$276K	Buy	+12,420	New	+$269K	0.19%	71

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

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

Yoder Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 11% in Q2 2026, buying an estimated $31K and bringing the position to 14,470 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #98.

Yoder 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.

Yoder Wealth Management held 14,470 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $320K as of Q2 2026.
Yoder Wealth Management bought 1,400 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $31K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.13% of Yoder Wealth Management's portfolio in Q2 2026, its #98 holding.
Yoder 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 Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.