IBTI — ISHARES IBONDS DEC 2028 TERM

Ownership history in FCA CORP /TX · 6 quarters on record

This page tracks every 13F SEC filing in which FCA CORP /TX reported a position in ISHARES IBONDS DEC 2028 TERM (IBTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.41% (2025 Q1)

Avg. % of fund

1.36%

First filed

2024 Q3

Last filed

2025 Q4

Quarters held

6

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	219,760	+11,111	+5.3%	1.39%	$4.9M	$22.23
2025 Q3	ADDED	208,649	+3,237	+1.6%	1.30%	$4.7M	$21.97
2025 Q2	ADDED	205,412	+7,159	+3.6%	1.38%	$4.6M	$21.73
2025 Q1	ADDED	198,253	+946	+0.5%	1.41%	$4.4M	$21.41

% of Fund (quarterly) IBTI price (monthly, adj. close)

Other funds also holding IBTI

As of 2025 Q4 — sorted by position size

Horizon Advisory Services, Inc. 9.98% MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.6% EIGHT 31 FINANCIAL, LLC 5.21% MOSELEY INVESTMENT MANAGEMENT INC 3Y 4.87% Wealth Management Strategies, Inc. 4.7% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.74% Asset Advisors Investment Management, LLC 3Y 7Y 2.38% Scissortail Wealth Management, LLC 3Y 2.3% Carmel Capital Partners, LLC 3Y 2.12%

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