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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
Q3 		$29.2M Buy
1,334,915
+28,745
+2% +$634K 2.31% 14
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Heartwood Wealth Advisors's IBTI Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.2% in Q3 2026, buying an estimated $634K and bringing the position to 1,334,915 shares worth $29.2M. The position accounts for 2.31% of the portfolio, ranked #14.

Heartwood Wealth Advisors first reported a position in IBTI in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Heartwood Wealth Advisors held 1,334,915 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $29.2M as of Q3 2026.
  • Heartwood Wealth Advisors bought 28,745 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $634K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 2.31% of Heartwood Wealth Advisors's portfolio in Q3 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 3 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.