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Heartwood Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Heartwood Wealth Advisors’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 		$28.9M Buy
1,306,170
+14,279
+1% +$317K 2.25% 14
2026
Q1 		$28.8M Buy
+1,291,891
New +$28.9M 2.51% 12

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Heartwood Wealth Advisors's IBTI Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.1% in Q2 2026, buying an estimated $317K and bringing the position to 1,306,170 shares worth $28.9M. The position accounts for 2.25% of the portfolio, ranked #14.

Heartwood Wealth Advisors first reported a position in IBTI in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Heartwood Wealth Advisors held 1,306,170 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $28.9M as of Q2 2026.
  • Heartwood Wealth Advisors bought 14,279 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $317K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 2.25% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Heartwood Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.