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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
Q3 		$1.02M Buy
+44,441
New +$1.02M 0.63% 27
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

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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 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

Horizons Wealth Management's IBTG Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026: 44,441 shares worth $1.02M. The stake represents 0.63% of the portfolio and ranks #27 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in IBTG as recently as Q1 2026.

Horizons Wealth Management first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2025. 11 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Horizons Wealth Management held 44,441 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.02M as of Q3 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Horizons Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.63% of Horizons Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Horizons Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Horizons Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.21M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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