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

Evexia Wealth’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 Q4	–	Sell	-15,255	Closed	-$350K	–	89
2025 Q3	$350K	Buy	15,255 +824	+6%	+$18.9K	0.1%	68
2025 Q2	$330K	Sell	14,431 -11,322	-44%	-$259K	0.1%	69
2025 Q1	$589K	Buy	25,753 +760	+3%	+$17.4K	0.21%	54
2024 Q4	$569K	Buy	24,993 +15,882	+174%	+$363K	0.19%	55
2024 Q3	$208K	Buy	+9,111	New	+$208K	0.07%	64
2024 Q2	–	Sell	-25,877	Closed	-$583K	–	64
2024 Q1	$583K	Buy	25,877 +2,470	+11%	+$56.2K	0.24%	41
2023 Q4	$533K	Buy	+23,407	New	+$528K	0.23%	43

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evexia Wealth's IBTG Position: Q4 2025 in Review

Evexia Wealth sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 15,255 shares — an estimated $350K sold.

Evexia Wealth first reported a position in IBTG in Q4 2023 and held it in 7 quarters. The position peaked at $589K in Q1 2025. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

Evexia Wealth reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Evexia Wealth sold 15,255 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $350K.
Evexia Wealth first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Evexia Wealth's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $589K in Q1 2025.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Evexia Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.