IBTI · Insider trading · 13F holders · Congress trades
Ishares Ibonds Dec 2028 Term Treasury Et (IBTI)
Who is buying and selling IBTI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 53
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBTI at a glance
- No open-market insider purchases or sales of IBTI were filed in the last 90 days.
- 53 13F filers hold IBTI among their 50 largest positions, worth $520.7M combined. The biggest bets by portfolio weight are Delta Wealth Advisors LLC (12.5%), Horizon Advisory Services, Inc. (7.9%) and MKT Advisors LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 15 added to one.
- No member of Congress has disclosed a trade in IBTI.
IBTI insider trading
No open-market insider purchases or sales of IBTI were filed in the last 90 days.
Who owns IBTI? Hedge funds and superinvestors
53 13F filers hold IBTI among their 50 largest positions, worth $520.7M combined. The biggest bets by portfolio weight are Delta Wealth Advisors LLC (12.5%), Horizon Advisory Services, Inc. (7.9%) and MKT Advisors LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 15 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLCWealth manager | 3.4% | $61.3M | 2,769,082 | — | Q2 2026 |
| Financial Advisory CorpWealth manager | 4.0% | $31.3M | 1,428,624 | +6.0% shares | Q3 2026 |
| Heartwood Wealth Advisors LLCWealth manager | 2.3% | $29.2M | 1,334,915 | +2.2% shares | Q3 2026 |
| Asset Advisors Investment Management, LLCWealth manager | 2.5% | $28.6M | 1,306,452 | +7.5% shares | Q3 2026 |
| Horizon Advisory Services, Inc.Wealth manager | 7.9% | $20.8M | 947,877 | +2.7% shares | Q3 2026 |
| Journey Advisory Group, LLCWealth manager | 1.5% | $19.5M | 878,742 | +1.0% shares | Q2 2026 |
| Atwood & Palmer IncWealth manager | 1.0% | $19.3M | 880,996 | -8.2% shares | Q3 2026 |
| MKT Advisors LLCWealth manager | 5.9% | $18.5M | 843,249 | +0.2% shares | Q3 2026 |
| Baltimore-Washington Financial Advisors, Inc.Wealth manager | 0.7% | $18.4M | 829,783 | +4.8% shares | Q2 2026 |
| Delta Wealth Advisors LLCWealth manager | 12.5% | $18.1M | 827,443 | +1139.3% shares | Q3 2026 |
| OneAscent Financial Services LLCWealth manager | 0.8% | $17.2M | 775,624 | +2.6% shares | Q2 2026 |
| Moseley Investment Management IncWealth manager | 5.1% | $16.0M | 720,119 | +2.3% shares | Q1 2026 |
| Denver PWM, LLCWealth manager | 5.3% | $15.9M | 724,791 | -1.3% shares | Q3 2026 |
| Krilogy Financial LLCWealth manager | 0.4% | $13.0M | 593,101 | -7.8% shares | Q3 2026 |
| Legacy Private Trust Co.Bank & trust | 0.7% | $12.6M | 574,637 | -1.1% shares | Q3 2026 |
| Scissortail Wealth Management, LLCWealth manager | 2.2% | $11.7M | 526,299 | +1.6% shares | Q2 2026 |
| Shelton Wealth Management, LLCWealth manager | 4.5% | $11.4M | 520,491 | +6.0% shares | Q3 2026 |
| Trust CoBank & trust | 1.0% | $11.4M | 519,244 | +1.6% shares | Q3 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 4.4% | $11.2M | 506,332 | +6.5% shares | Q2 2026 |
| Rebalance, LLCWealth manager | 0.6% | $10.7M | 487,765 | +63.7% shares | Q3 2026 |
| Carmel Capital Partners, LLCWealth manager | 3.3% | $10.0M | 453,564 | +55.8% shares | Q2 2026 |
| Eight 31 Financial, LLCWealth manager | 5.6% | $9.5M | 428,466 | +2.7% shares | Q2 2026 |
| Mv Capital Management, Inc.Wealth manager | 0.8% | $9.3M | 423,898 | -0.1% shares | Q3 2026 |
| Titleist Asset Management, LLCWealth manager | 0.6% | $8.9M | 406,711 | +2.2% shares | Q3 2026 |
| Wealth Enhancement Trust Services, Inc.Wealth manager | 0.8% | $7.9M | 360,000 | — | Q3 2026 |
| Northstar Group, Inc.Wealth manager | 1.0% | $7.7M | 348,639 | +7.8% shares | Q2 2026 |
| Old Port AdvisorsWealth manager | 1.2% | $6.2M | 282,536 | +4.9% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 0.3% | $5.5M | 249,289 | +19.6% shares | Q2 2026 |
| Stockman Wealth Management, Inc.Institutional asset manager | 0.6% | $5.3M | 242,012 | +5.2% shares | Q3 2026 |
| Fca Corp /txInvestment manager | 1.2% | $5.1M | 228,370 | +1.8% shares | Q2 2026 |
The 30 largest of 53 positions, by value. Each manager counts with its latest 13F (Q3 2026: 30, Q2 2026: 22, Q1 2026: 1). Screen IBTI in the grand portfolio →
IBTI stock trades by members of Congress
No member of Congress has disclosed a trade in IBTI.
IBTI questions and answers
Are insiders buying IBTI stock?
No open-market insider purchases or sales of IBTI were filed in the last 90 days.
Which hedge funds own IBTI?
53 13F filers hold IBTI among their 50 largest positions, worth $520.7M combined. The biggest bets by portfolio weight are Delta Wealth Advisors LLC (12.5%), Horizon Advisory Services, Inc. (7.9%) and MKT Advisors LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 15 added to one.
Has Congress traded IBTI?
No member of Congress has disclosed a trade in IBTI.
Who is the largest holder of IBTI?
Among 13F filers, Stratos Wealth Advisors, LLC reports the largest IBTI position, $61.3M (2,769,082 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Delta Wealth Advisors LLC's: 12.5% of its portfolio.
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