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Avidian Wealth Enterprises’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-11,845
Closed -$271K – 779
2026
Q2 		$271K Buy
11,845
+1,530
+15% +$35K 0.01% 625
2026
Q1 		$236K Hold
10,315
– – 0.01% 601
2025
Q4 		$236K Sell
10,315
-393
-4% -$9K 0.01% 527
2025
Q3 		$246K Hold
10,708
– – 0.01% 511
2025
Q2 		$246K Buy
+10,708
New +$245K 0.01% 480

Other funds holding IBTG

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Avidian Wealth Enterprises's IBTG Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026, closing a stake of 11,845 shares — an estimated $271K sold.

Avidian Wealth Enterprises first reported a position in IBTG in Q2 2025 and held it in 5 quarters. The position peaked at $271K in Q2 2026. 11 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 11,845 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $271K.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and held it in 5 quarters.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $271K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.