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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

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

HWA

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

Yoder Wealth Management's IBTI Position: Q1 2026 in Review

Yoder Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 13,070 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #100.

Yoder Wealth Management first reported a position in IBTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $292K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Yoder Wealth Management held 13,070 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $291K as of Q1 2026.
Yoder Wealth Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.13% of Yoder Wealth Management's portfolio in Q1 2026, its #100 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $292K in Q4 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.