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

Connecticut 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
2026 Q2	$44.1M	Buy	1,924,924 +125,130	+7%	+$2.86M	1.63%	13
2026 Q1	$41.2M	Buy	1,799,794 +472,331	+36%	+$10.8M	1.73%	11
2025 Q4	$30.4M	Buy	1,327,463 +287,897	+28%	+$6.59M	1.32%	18
2025 Q3	$23.9M	Buy	1,039,566 +204,290	+24%	+$4.68M	1.06%	24
2025 Q2	$19.2M	Buy	835,276 +427,103	+105%	+$9.77M	0.91%	26
2025 Q1	$9.36M	Buy	408,173 +318,409	+355%	+$7.27M	0.49%	35
2024 Q4	$2.05M	Buy	89,764 +80,764	+897%	+$1.84M	0.1%	79
2024 Q3	$208K	Buy	+9,000	New	+$206K	0.01%	315

Other funds holding IBTG

HPC

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Connecticut Wealth Management's IBTG Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 7% in Q2 2026, buying an estimated $2.86M and bringing the position to 1,924,924 shares worth $44.1M. The position accounts for 1.63% of the portfolio, ranked #13.

Connecticut Wealth Management first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Connecticut Wealth Management held 1,924,924 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $44.1M as of Q2 2026.
Connecticut Wealth Management bought 125,130 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.86M.
iShares iBonds Dec 2026 Term Treasury ETF made up 1.63% of Connecticut Wealth Management's portfolio in Q2 2026, its #13 holding.
Connecticut Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.