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

Horizons 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 Q1	$1.2M	Sell	52,493 -279	-0.5%	-$6.39K	0.79%	25
2025 Q4	$1.21M	Buy	52,772 +5,301	+11%	+$121K	0.79%	25
2025 Q3	$1.09M	Buy	47,471 +919	+2%	+$21K	0.74%	26
2025 Q2	$1.07M	Sell	46,552 -47	-0.1%	-$1.07K	0.76%	25
2025 Q1	$1.07M	Sell	46,599 -235	-0.5%	-$5.37K	0.8%	24
2024 Q4	$1.07M	Buy	46,834 +2,521	+6%	+$57.6K	0.81%	25
2024 Q3	$1.02M	Buy	44,313 +288	+0.7%	+$6.59K	0.79%	24
2024 Q2	$1M	Sell	44,025 -7,168	-14%	-$162K	0.79%	24
2024 Q1	$1.17M	Hold	51,193	–	–	0.77%	22
2023 Q4	$1.17M	Buy	51,193 +23,057	+82%	+$520K	0.77%	22
2023 Q3	$632K	Buy	28,136 +20,322	+260%	+$458K	0.46%	32
2023 Q2	$177K	Buy	7,814 +2,609	+50%	+$59.9K	0.13%	66
2023 Q1	$120K	Buy	5,205 +2,875	+123%	+$65.8K	0.09%	67
2022 Q4	$53K	Buy	+2,330	New	+$52.9K	0.04%	85

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 $4.52B AUM 31.84% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Horizons Wealth Management's IBTG Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.53% in Q1 2026, selling an estimated $6.39K and leaving 52,493 shares worth $1.2M. The position accounts for 0.79% of the portfolio, ranked #25.

Horizons Wealth Management first reported a position in IBTG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Horizons Wealth Management held 52,493 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.2M as of Q1 2026.
Horizons Wealth Management sold 279 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $6.39K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.79% of Horizons Wealth Management's portfolio in Q1 2026, its #25 holding.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Horizons Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.21M in Q4 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.