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Apollon Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Apollon Wealth Management’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
Q2 		$266K Sell
11,635
-1,599
-12% -$36.6K ﹤0.01% 1344
2026
Q1 		$303K Sell
13,234
-1,060,800
-99% -$24.3M ﹤0.01% 1107
2025
Q4 		$24.6M Buy
1,074,034
+68,140
+7% +$1.56M 0.43% 43
2025
Q3 		$23.1M Buy
1,005,894
+17,938
+2% +$411K 0.41% 44
2025
Q2 		$22.7M Buy
987,956
+17,099
+2% +$391K 0.45% 44
2025
Q1 		$22.3M Sell
970,857
-11,471
-1% -$262K 0.49% 40
2024
Q4 		$22.4M Buy
982,328
+966,878
+6,258% +$22.1M 0.52% 38
2024
Q3 		$356K Buy
15,450
+2,880
+23% +$65.9K 0.01% 853
2024
Q2 		$285K Buy
12,570
+130
+1% +$2.93K 0.01% 885
2024
Q1 		$283K Buy
12,440
+79
+0.6% +$1.8K 0.01% 887
2023
Q4 		$283K Buy
+12,361
New +$279K 0.01% 858

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Apollon Wealth Management's IBTG Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 12% in Q2 2026, selling an estimated $36.6K and leaving 11,635 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Apollon Wealth Management first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.6M in Q4 2025. 88 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Apollon Wealth Management held 11,635 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $266K as of Q2 2026.
  • Apollon Wealth Management sold 1,599 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $36.6K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1344 holding.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $24.6M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.