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 Q3	$426K	Buy	19,425 +4,955	+34%	+$109K	0.16%	80
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%	+$3.26K	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

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

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Yoder Wealth Management's IBTI Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 34% in Q3 2026, buying an estimated $109K and bringing the position to 19,425 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #80.

Yoder Wealth Management first reported a position in IBTI in Q4 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Yoder Wealth Management held 19,425 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $426K as of Q3 2026.
Yoder Wealth Management bought 4,955 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $109K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.16% of Yoder Wealth Management's portfolio in Q3 2026, its #80 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
58 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.