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Wealth Enhancement Trust Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Wealth Enhancement Trust Services’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.37M Buy
+60,000
New +$1.37M 0.15% 127

Other funds holding IBTG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Wealth Enhancement Trust Services's IBTG Position: Q3 2026 in Review

Wealth Enhancement Trust Services opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026: 60,000 shares worth $1.37M. The stake represents 0.15% of the portfolio and ranks #127 among its holdings.

11 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Wealth Enhancement Trust Services held 60,000 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.37M as of Q3 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.15% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #127 holding.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.