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Connecticut Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Connecticut Wealth Management’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 		$250K Buy
11,297
+22
+0.2% +$488 0.01% 312
2026
Q1 		$251K Buy
11,275
+13
+0.1% +$291 0.01% 297
2025
Q4 		$252K Buy
11,262
+2,172
+24% +$48.6K 0.01% 285
2025
Q3 		$203K Sell
9,090
-2,772
-23% -$61.9K 0.01% 314
2025
Q2 		$265K Buy
+11,862
New +$264K 0.01% 274

Other funds holding IBTI

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 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
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Connecticut Wealth Management's IBTI Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.2% in Q2 2026, buying an estimated $488 and bringing the position to 11,297 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #312.

Connecticut Wealth Management first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q2 2025. 147 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Connecticut Wealth Management held 11,297 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $250K as of Q2 2026.
  • Connecticut Wealth Management bought 22 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $488.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Connecticut Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Connecticut Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $265K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.