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

Centricity 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 		$64.2K Hold
2,800
– – 0.05% 145
2025
Q1 		$64.2K Hold
2,800
– – 0.06% 141
2024
Q4 		$63.9K Buy
+2,800
New +$63.9K 0.06% 143

Other funds holding IBTG

Kovitz Investment Group Partners
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Centricity Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2025 at 2,800 shares worth $64.2K. The position accounts for 0.05% of the portfolio, ranked #145.

Centricity Wealth Management first reported a position in IBTG in Q4 2024 and has held it in 3 quarters since. The position peaked at $64.2K in Q1 2025. 281 funds tracked by Wall St. Rank hold IBTG as of Q2 2025.

  • Centricity Wealth Management held 2,800 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $64.2K as of Q2 2025.
  • Centricity Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #145 holding.
  • Centricity Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $64.2K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.