Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Buy
+46,472
New +$1.04M ﹤0.01% 2174

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026: 46,472 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2174 among its holdings.

14 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 46,472 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.01M as of Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2174 holding.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.