Financial Advisory Corp Boosts Stakes in iShares iBonds Treasury ETFs Maturing 2027–2029

Overview

• Financial Advisory Corp disclosed larger positions in three iShares iBonds term Treasury ETFs, adding 1,524,642 shares of IBTJ, 252,776 of IBTI, and 245,584 of IBTH in a recent SEC filing.
• Motley Fool estimates using average first‑quarter prices value the purchases at about $33.4 million for IBTJ, $5.65 million for IBTI, and $5.52 million for IBTH.
• Reported quarter‑end values for the positions increased by $33.3 million for IBTJ, $5.55 million for IBTI, and $5.47 million for IBTH, figures that blend new buying with price changes.
• These iBonds funds hold U.S. Treasuries that all mature in a specific year and then unwind, which lets investors ladder bonds and match known payouts while trading through an ETF.
• The IBTI holding represented 3.82% of the adviser’s reported equity holdings as of quarter‑end, underscoring a notable allocation to high‑credit income inside client portfolios.