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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Avidian Wealth Enterprises's IBTG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 15% in Q2 2026, buying an estimated $35K and bringing the position to 11,845 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #625.

Avidian Wealth Enterprises first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Avidian Wealth Enterprises held 11,845 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $271K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,530 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $35K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #625 holding.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.