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Wealth Enhancement Trust Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Wealth Enhancement Trust Services’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.85M Buy
+370,000
New +$7.95M 0.84% 27

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
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
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026: 370,000 shares worth $7.85M. The stake represents 0.84% of the portfolio and ranks #27 among its holdings.

15 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Wealth Enhancement Trust Services held 370,000 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $7.85M as of Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.84% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #27 holding.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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