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

Horizons 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
Q3 		$1.23M Buy
+56,063
New +$1.24M 0.77% 25
2026
Q1 		$1.15M Buy
51,543
+857
+2% +$19.2K 0.75% 26
2025
Q4 		$1.13M Buy
50,686
+47,355
+1,422% +$1.06M 0.74% 26
2025
Q3 		$74.6K Buy
3,331
+1,782
+115% +$39.8K 0.05% 89
2025
Q2 		$34.6K Buy
1,549
+495
+47% +$11K 0.02% 114
2025
Q1 		$23.5K Hold
1,054
– – 0.02% 121
2024
Q4 		$23.1K Buy
+1,054
New +$23.2K 0.02% 116

Other funds holding IBTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Horizons Wealth Management's IBTI Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 56,063 shares worth $1.23M. The stake represents 0.77% of the portfolio and ranks #25 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in IBTI as recently as Q1 2026.

Horizons Wealth Management first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Horizons Wealth Management held 56,063 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.23M as of Q3 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Horizons Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.77% of Horizons Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Horizons Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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