Wealth Enhancement Advisory Services’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBTP Stock Details IBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$214K	Buy	+8,897	New	+$221K	﹤0.01%	3686

Other funds holding IBTP

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q3 2026: 8,897 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3686 among its holdings.

9 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

Wealth Enhancement Advisory Services held 8,897 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $214K as of Q3 2026.
iShares iBonds Dec 2034 Term Treasury ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3686 holding.
9 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

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