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Avidian Wealth Enterprises’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Avidian Wealth Enterprises’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$408K Sell
18,607
-1,368
-7% -$30.2K 0.01% 535
2026
Q2 		$442K Buy
19,975
+1,581
+9% +$35.1K 0.01% 503
2026
Q1 		$410K Buy
+18,394
New +$411K 0.01% 477

Other funds holding IBTI

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Avidian Wealth Enterprises's IBTI Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6.8% in Q3 2026, selling an estimated $30.2K and leaving 18,607 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #535.

Avidian Wealth Enterprises first reported a position in IBTI in Q1 2026 and has held it in 3 quarters since. The position peaked at $442K in Q2 2026. 22 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Avidian Wealth Enterprises held 18,607 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $408K as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,368 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $30.2K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #535 holding.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $442K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.