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

DecisionMap 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 		$220K Buy
9,593
+323
+3% +$7.39K 0.12% 139
2026
Q1 		$212K Hold
9,270
– – 0.14% 123
2025
Q4 		$212K Buy
9,270
+380
+4% +$8.7K 0.13% 133
2025
Q3 		$204K Hold
8,890
– – 0.13% 126
2025
Q2 		$204K Buy
+8,890
New +$203K 0.14% 122

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

DecisionMap Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.5% in Q2 2026, buying an estimated $7.39K and bringing the position to 9,593 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #139.

DecisionMap Wealth Management first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • DecisionMap Wealth Management held 9,593 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $220K as of Q2 2026.
  • DecisionMap Wealth Management bought 323 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $7.39K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.12% of DecisionMap Wealth Management's portfolio in Q2 2026, its #139 holding.
  • DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.