Commonwealth Equity Services’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

Commonwealth Equity Services’s Portfolio IBTR Stock Details IBTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$269K	Buy	+11,478	New	+$279K	﹤0.01%	3833

Other funds holding IBTR

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services's IBTR Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) in Q3 2026: 11,478 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #3833 among its holdings.

6 funds tracked by Wall St. Rank hold IBTR as of Q3 2026.

Commonwealth Equity Services held 11,478 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $269K as of Q3 2026.
iShares iBonds Dec 2036 Term Treasury ETF was a new Commonwealth Equity Services position in Q3 2026.
iShares iBonds Dec 2036 Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3833 holding.
6 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.