Iams Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Iams Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$542K	Sell	9,186 -341	-4%	-$20.1K	0.16%	143
2026 Q1	$567K	Sell	9,527 -607	-6%	-$36.4K	0.2%	128
2025 Q4	$607K	Sell	10,134 -465	-4%	-$28K	0.22%	115
2025 Q3	$636K	Buy	10,599 +845	+9%	+$50.5K	0.26%	108
2025 Q2	$583K	Buy	+9,754	New	+$577K	0.27%	103

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Iams Wealth Management's VGIT Position: Q2 2026 in Review

Iams Wealth Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.6% in Q2 2026, selling an estimated $20.1K and leaving 9,186 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #143.

Iams Wealth Management first reported a position in VGIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $636K in Q3 2025. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Iams Wealth Management held 9,186 shares of Vanguard Intermediate-Term Treasury ETF worth $542K as of Q2 2026.
Iams Wealth Management sold 341 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Intermediate-Term Treasury ETF made up 0.16% of Iams Wealth Management's portfolio in Q2 2026, its #143 holding.
Iams Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Iams Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $636K in Q3 2025.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.