Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$318K	Hold	13,915	–	–	0.22%	89
2026 Q2	$319K	Hold	13,915	–	–	0.22%	87
2026 Q1	$319K	Hold	13,915	–	–	0.26%	85
2025 Q4	$318K	Hold	13,915	–	–	0.26%	86
2025 Q3	$319K	Hold	13,915	–	–	0.32%	83
2025 Q2	$319K	Hold	13,915	–	–	0.36%	78
2025 Q1	$319K	Buy	13,915 +2,191	+19%	+$50.1K	0.36%	84
2024 Q4	$267K	Hold	11,724	–	–	0.28%	94
2024 Q3	$270K	Buy	+11,724	New	+$268K	0.19%	126

Other funds holding IBTG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IBTG Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2026 at 13,915 shares worth $318K. The position accounts for 0.22% of the portfolio, ranked #89.

Blake Schutter Theil Wealth Advisors first reported a position in IBTG in Q3 2024 and has held it in 9 quarters since. The position peaked at $319K in Q3 2025. 201 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 13,915 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $318K as of Q3 2026.
Blake Schutter Theil Wealth Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.22% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #89 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $319K in Q3 2025.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.