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

BCS 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
2025 Q2	–	Sell	-22,800	Closed	-$523K	–	273
2025 Q1	$523K	Buy	22,800 +2,193	+11%	+$50.1K	0.13%	143
2024 Q4	$470K	Hold	20,607	–	–	0.12%	152
2024 Q3	$475K	Hold	20,607	–	–	0.2%	101
2024 Q2	$467K	Hold	20,607	–	–	0.23%	88
2024 Q1	$468K	Buy	20,607 +10,926	+113%	+$249K	0.15%	139
2023 Q4	$221K	Buy	+9,681	New	+$218K	0.08%	201

Other funds holding IBTG

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCS Wealth Management's IBTG Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2025, closing a stake of 22,800 shares — an estimated $523K sold.

BCS Wealth Management first reported a position in IBTG in Q4 2023 and held it in 6 quarters. The position peaked at $523K in Q1 2025. 281 funds tracked by Wall St. Rank hold IBTG as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 22,800 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2025, an estimated $523K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $523K in Q1 2025.
281 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.