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

Heartwood Wealth Advisors’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
Q3 		$354K Hold
15,491
– – 0.03% 167
2026
Q2 		$355K Hold
15,491
– – 0.03% 171
2026
Q1 		$355K Sell
15,491
-692,982
-98% -$15.9M 0.03% 157
2025
Q4 		$16.2M Buy
708,473
+15,058
+2% +$345K 1.49% 23
2025
Q3 		$15.9M Buy
+693,415
New +$15.9M 1.49% 23

Other funds holding IBTG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Heartwood Wealth Advisors's IBTG Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2026 at 15,491 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #167.

Heartwood Wealth Advisors first reported a position in IBTG in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.2M in Q4 2025. 11 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Heartwood Wealth Advisors held 15,491 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $354K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #167 holding.
  • Heartwood Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Heartwood Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $16.2M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.