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

IHT 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 Q2	$205K	Buy	8,942 +31	+0.3%	+$709	﹤0.01%	1178
2026 Q1	$204K	Buy	+8,911	New	+$204K	﹤0.01%	1189
2025 Q4	–	Sell	-8,848	Closed	-$203K	–	1220
2025 Q3	$203K	Buy	8,848 +32	+0.4%	+$732	0.01%	1122
2025 Q2	$202K	Buy	+8,816	New	+$202K	0.01%	1092

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

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

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

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

CIA

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

IHT Wealth Management's IBTG Position: Q2 2026 in Review

IHT Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.35% in Q2 2026, buying an estimated $709 and bringing the position to 8,942 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

IHT Wealth Management first reported a position in IBTG in Q2 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

IHT Wealth Management held 8,942 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $205K as of Q2 2026.
IHT Wealth Management bought 31 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $709.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1178 holding.
IHT Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.