Journey Advisory Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Journey Advisory Group’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
2024 Q1	–	Sell	-545,044	Closed	-$12.5M	–	240
2023 Q4	$12.5M	Buy	545,044 +10,748	+2%	+$243K	1.69%	13
2023 Q3	$12M	Buy	534,296 +4,607	+0.9%	+$104K	1.79%	13
2023 Q2	$12M	Buy	529,689 +5,584	+1%	+$128K	1.78%	13
2023 Q1	$12.1M	Buy	+524,105	New	+$12M	1.9%	10

Other funds holding IBTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Journey Advisory Group's IBTG Position: Q1 2024 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2024, closing a stake of 545,044 shares — an estimated $12.5M sold.

Journey Advisory Group first reported a position in IBTG in Q1 2023 and held it in 4 quarters. The position peaked at $12.5M in Q4 2023. 178 funds tracked by Wall St. Rank hold IBTG as of Q1 2024.

Journey Advisory Group reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Journey Advisory Group sold 545,044 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2024, an estimated $12.5M.
Journey Advisory Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and held it in 4 quarters.
Journey Advisory Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $12.5M in Q4 2023.
178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2024.

Based on Journey Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.