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Wealth Enhancement Trust Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Wealth Enhancement Trust Services’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.02M Buy
+180,000
New +$4.02M 0.43% 58

Other funds holding IBTH

TAM
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AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 180,000 shares worth $4.02M. The stake represents 0.43% of the portfolio and ranks #58 among its holdings.

18 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Wealth Enhancement Trust Services held 180,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $4.02M as of Q3 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.43% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #58 holding.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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