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Iams Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Iams Wealth Management’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,483
Closed -$255K – 207
2025
Q3 		$255K Buy
4,483
+427
+11% +$23.8K 0.1% 158
2025
Q2 		$228K Buy
+4,056
New +$225K 0.1% 155

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Iams Wealth Management's VGLT Position: Q4 2025 in Review

Iams Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2025, closing a stake of 4,483 shares — an estimated $255K sold.

Iams Wealth Management first reported a position in VGLT in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q3 2025. 444 funds tracked by Wall St. Rank hold VGLT as of Q4 2025.

  • Iams Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Iams Wealth Management sold 4,483 Vanguard Long-Term Treasury ETF shares in Q4 2025, an estimated $255K.
  • Iams Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Iams Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $255K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.