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

Paladin Wealth’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	$245K	Buy	+11,175	New	+$246K	0.13%	150

Other funds holding IBTI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

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

Paladin Wealth's IBTI Position: Q3 2026 in Review

Paladin Wealth opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 11,175 shares worth $245K. The stake represents 0.13% of the portfolio and ranks #150 among its holdings.

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

Paladin Wealth held 11,175 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $245K as of Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Paladin Wealth position in Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.13% of Paladin Wealth's portfolio in Q3 2026, its #150 holding.
176 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.