Wealth Enhancement Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$2.79M	Buy	126,255 +23,335	+23%	+$517K	﹤0.01%	1368
2026 Q1	$2.29M	Sell	102,920 -29,146	-22%	-$651K	﹤0.01%	1321
2025 Q4	$2.96M	Buy	+132,066	New	+$2.96M	﹤0.01%	1305

Other funds holding IBTI

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBTI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 23% in Q2 2026, buying an estimated $517K and bringing the position to 126,255 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Wealth Enhancement Advisory Services first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96M in Q4 2025. 81 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Wealth Enhancement Advisory Services held 126,255 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.79M as of Q2 2026.
Wealth Enhancement Advisory Services bought 23,335 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $517K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1368 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Advisory Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.96M in Q4 2025.
81 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.