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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
Q3 		$46.9M Buy
2,049,615
+124,691
+6% +$2.85M 1.72% 12
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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Connecticut Wealth Management's IBTG Position: Q3 2026 in Review

Connecticut Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.5% in Q3 2026, buying an estimated $2.85M and bringing the position to 2,049,615 shares worth $46.9M. The position accounts for 1.72% of the portfolio, ranked #12.

Connecticut Wealth Management first reported a position in IBTG in Q3 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Connecticut Wealth Management held 2,049,615 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $46.9M as of Q3 2026.
  • Connecticut Wealth Management bought 124,691 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $2.85M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 1.72% of Connecticut Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Connecticut Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.