BSTWA
IBTG icon

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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IBTG Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 13,915 shares worth $319K. The position accounts for 0.22% of the portfolio, ranked #87.

Blake Schutter Theil Wealth Advisors first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $319K in Q3 2025. 143 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 13,915 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $319K as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.22% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #87 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 8 quarters since.
  • Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $319K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.