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

Wealth Enhancement Trust 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
Q3 		$7.89M Buy
+360,000
New +$7.93M 0.84% 25

Other funds holding IBTI

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 360,000 shares worth $7.89M. The stake represents 0.84% of the portfolio and ranks #25 among its holdings.

20 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Wealth Enhancement Trust Services held 360,000 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $7.89M as of Q3 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.84% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #25 holding.
  • 20 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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