SignatureFD’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

SignatureFD’s Portfolio IBTR Stock Details IBTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$47K	Hold	2,010	–	–	﹤0.01%	1992
2026 Q2	$50K	Buy	+2,010	New	+$50K	﹤0.01%	1884

Other funds holding IBTR

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD's IBTR Position: Q3 2026 in Review

SignatureFD held its iShares iBonds Dec 2036 Term Treasury ETF (IBTR) position steady in Q3 2026 at 2,010 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

SignatureFD first reported a position in IBTR in Q2 2026 and has held it in 2 quarters since. The position peaked at $50K in Q2 2026. 4 funds tracked by Wall St. Rank hold IBTR as of Q3 2026.

SignatureFD held 2,010 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $47K as of Q3 2026.
SignatureFD left its iShares iBonds Dec 2036 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2036 Term Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1992 holding.
SignatureFD first reported a position in iShares iBonds Dec 2036 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
SignatureFD's iShares iBonds Dec 2036 Term Treasury ETF position peaked at $50K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q3 2026.

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