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WR Wealth Planners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-15
Closed -$329 – 1186
2024
Q1 		$329 Buy
+15
New +$330 ﹤0.01% 1094

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WR Wealth Planners's IBTI Position: Q2 2024 in Review

WR Wealth Planners sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2024, closing a stake of 15 shares — an estimated $329 sold.

WR Wealth Planners first reported a position in IBTI in Q1 2024 and held it in 1 quarter. The position peaked at $329 in Q1 2024. 128 funds tracked by Wall St. Rank hold IBTI as of Q2 2024.

  • WR Wealth Planners reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 15 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2024, an estimated $329.
  • WR Wealth Planners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $329 in Q1 2024.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.