Glenview Trust’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Glenview Trust’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	$1.43M	Buy	+65,466	New	+$1.44M	0.02%	262

Other funds holding IBTI

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Glenview Trust's IBTI Position: Q3 2026 in Review

Glenview Trust opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 65,466 shares worth $1.43M. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

131 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Glenview Trust held 65,466 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.43M as of Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Glenview Trust position in Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.02% of Glenview Trust's portfolio in Q3 2026, its #262 holding.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Glenview Trust's 13F filing for Q3 2026, filed 28 Oct 2026.