Commonwealth Financial Services
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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
Q3 		$241K Sell
11,004
-218
-2% -$4.8K 0.04% 227
2026
Q2 		$248K Buy
+11,222
New +$249K 0.03% 246

Other funds holding IBTI

Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Commonwealth Financial Services's IBTI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.9% in Q3 2026, selling an estimated $4.8K and leaving 11,004 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #227.

Commonwealth Financial Services first reported a position in IBTI in Q2 2026 and has held it in 2 quarters since. The position peaked at $248K in Q2 2026. 69 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Commonwealth Financial Services held 11,004 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $241K as of Q3 2026.
  • Commonwealth Financial Services sold 218 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $4.8K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #227 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $248K in Q2 2026.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.