Financial Advisory Corp Expands Treasury ETF Position for Capital Preservation

Financial Advisory Corp has significantly increased its exposure to U.S. Treasury securities through a substantial purchase of the iShares iBonds Dec 2028 Term Treasury ETF (IBTI). According to an SEC filing dated April 10, 2026, the firm added 252,776 shares to its portfolio during the first quarter. The transaction, estimated at $5.65 million based on quarterly average pricing, reflects a strategic shift toward capital preservation and predictable income streams. This move aligns with the firm's mandate to provide stability for clients, particularly in a market environment characterized by increased volatility. Following the acquisition, Financial Advisory Corp holds a total of 1,234,618 shares of IBTI, with a total position value of approximately $27.51 million. This holding now represents 3.82% of the fund's total assets under management (AUM), although it remains outside the firm's top five holdings. The IBTI ETF provides targeted exposure to U.S. Treasuries maturing in December 2028, offering a defined maturity profile that combines the benefits of a bond with the liquidity of an ETF. With a reported one-year total return of 4.17%, the asset serves as a tool for fixed-income laddering and a hedge against inflation. While the purchase does not signal a major shift in broader market sentiment, it underscores the ongoing demand for government-backed securities among institutional advisors seeking low-risk, predictable returns to offset equity market fluctuations.