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

Fourth Dimension 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
2026 Q2	$2.13M	Buy	92,919 +6,026	+7%	+$138K	0.67%	39
2026 Q1	$1.99M	Buy	86,893 +5,059	+6%	+$116K	0.76%	34
2025 Q4	$1.87M	Buy	81,834 +38,251	+88%	+$876K	0.68%	37
2025 Q3	$1M	Buy	43,583 +2,307	+6%	+$52.8K	0.38%	52
2025 Q2	$946K	Buy	41,276 +31,904	+340%	+$730K	0.4%	52
2025 Q1	$215K	Buy	9,372 +904	+11%	+$20.7K	0.1%	105
2024 Q4	$193K	Buy	+8,468	New	+$193K	0.1%	108

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

Fourth Dimension Wealth's IBTG Position: Q2 2026 in Review

Fourth Dimension Wealth increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.9% in Q2 2026, buying an estimated $138K and bringing the position to 92,919 shares worth $2.13M. The position accounts for 0.67% of the portfolio, ranked #39.

Fourth Dimension Wealth first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Fourth Dimension Wealth held 92,919 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.13M as of Q2 2026.
Fourth Dimension Wealth bought 6,026 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $138K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.67% of Fourth Dimension Wealth's portfolio in Q2 2026, its #39 holding.
Fourth Dimension Wealth first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.