IBTI
iShares iBonds Dec 2028 Term Treasury ETF
Listed by 1 member on their latest annual reports (5 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Rick W. Allen GA-12 | Spouse | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | $100,001 - $250,000 | August 11, 2026 filing 10074380, p. 10 |
| Rick W. Allen GA-12 | Spouse | CONT IRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 1 |
| Rick W. Allen GA-12 | Member | IRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 4 |
| Rick W. Allen GA-12 | Spouse | LIVTR ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 7 |
| Rick W. Allen GA-12 | Spouse | INIRA ⇒ iShares iBonds Dec 2028 Term Treasury ETF (IBTI) EF | $1,001 - $15,000 | August 11, 2026 filing 10074380, p. 3 |
How the count is made: see Most held.