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

Drive 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	$1.38M	Sell	60,164 -112	-0.2%	-$2.56K	0.25%	71
2026 Q1	$1.38M	Sell	60,276 -13,353	-18%	-$306K	0.29%	65
2025 Q4	$1.68M	Sell	73,629 -5,647	-7%	-$129K	0.33%	57
2025 Q3	$1.82M	Sell	79,276 -229	-0.3%	-$5.24K	0.39%	53
2025 Q2	$1.82M	Sell	79,505 -1,155	-1%	-$26.4K	0.4%	57
2025 Q1	$1.85M	Buy	+80,660	New	+$1.84M	0.43%	51

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Drive Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.19% in Q2 2026, selling an estimated $2.56K and leaving 60,164 shares worth $1.38M. The position accounts for 0.25% of the portfolio, ranked #71.

Drive Wealth Management first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.85M in Q1 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Drive Wealth Management held 60,164 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.38M as of Q2 2026.
Drive Wealth Management sold 112 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.56K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.25% of Drive Wealth Management's portfolio in Q2 2026, its #71 holding.
Drive Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Drive Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.85M in Q1 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.