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

Community Financial Services Group’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 		$331K Buy
+14,992
New +$332K 0.05% 109

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Community Financial Services Group's IBTI Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 14,992 shares worth $331K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

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

  • Community Financial Services Group held 14,992 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $331K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Community Financial Services Group's portfolio in Q2 2026, its #109 holding.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.