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Prosperity Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Prosperity Planning’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 		– Hold
0
– – – 67
2026
Q2 		– Hold
0
– – – 68
2026
Q1 		– Hold
0
– – – 69
2025
Q4 		– Hold
0
– – – 82
2025
Q3 		– Hold
0
– – – 86
2025
Q2 		– Hold
0
– – – 84
2025
Q1 		– Hold
0
– – – 81
2024
Q4 		– Hold
0
– – – 90
2024
Q3 		– Sell
-10,288
Closed -$229K – 92
2024
Q2 		$225K Buy
+10,288
New +$223K 0.08% 96

Other funds holding IBTI

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

Prosperity Planning's IBTI Position: Q3 2026 in Review

Prosperity Planning held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q3 2026 at 0 shares worth $860K. The position accounts for 0.19% of the portfolio, ranked #67.

Prosperity Planning first reported a position in IBTI in Q2 2024 and has held it in 1 quarter since. The position peaked at $225K in Q2 2024. 22 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Prosperity Planning held 0 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $860K as of Q3 2026.
  • Prosperity Planning left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.19% of Prosperity Planning's portfolio in Q3 2026, its #67 holding.
  • Prosperity Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $225K in Q2 2024.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.