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

KFG 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 		$1.83M Buy
79,889
+928
+1% +$21.2K 0.21% 57
2026
Q1 		$1.81M Buy
78,961
+7,426
+10% +$170K 0.23% 56
2025
Q4 		$1.64M Buy
71,535
+36,728
+106% +$841K 0.22% 60
2025
Q3 		$799K Buy
34,807
+10,051
+41% +$230K 0.12% 91
2025
Q2 		$568K Buy
24,756
+1,231
+5% +$28.2K 0.09% 119
2025
Q1 		$540K Buy
23,525
+4,091
+21% +$93.5K 0.1% 112
2024
Q4 		$443K Buy
19,434
+5,293
+37% +$121K 0.08% 118
2024
Q3 		$326K Buy
+14,141
New +$324K 0.07% 134

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

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

KFG Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q2 2026, buying an estimated $21.2K and bringing the position to 79,889 shares worth $1.83M. The position accounts for 0.21% of the portfolio, ranked #57.

KFG Wealth Management first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • KFG Wealth Management held 79,889 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.83M as of Q2 2026.
  • KFG Wealth Management bought 928 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $21.2K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.21% of KFG Wealth Management's portfolio in Q2 2026, its #57 holding.
  • KFG Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.