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

FSA 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
2025
Q3 		$2.04K Hold
89
– – ﹤0.01% 496
2025
Q2 		$2.04K Buy
+89
New +$2.04K ﹤0.01% 468

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FSA Wealth Management's IBTG Position: Q3 2025 in Review

FSA Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2025 at 89 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

FSA Wealth Management first reported a position in IBTG in Q2 2025 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • FSA Wealth Management held 89 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.04K as of Q3 2025.
  • FSA Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #496 holding.
  • FSA Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.