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Commonwealth Financial Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Commonwealth Financial Services’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
Q2 		$248K Buy
+11,222
New +$249K 0.03% 246

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Commonwealth Financial Services's IBTI Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 11,222 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

43 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Commonwealth Financial Services held 11,222 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $248K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Commonwealth Financial Services position in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #246 holding.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.