Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-6,200	Closed	-$142K	–	396
2025 Q4	$142K	Buy	+6,200	New	+$142K	0.02%	215
2025 Q2	–	Sell	-6,200	Closed	-$142K	–	403
2025 Q1	$142K	Hold	6,200	–	–	0.02%	202
2024 Q4	$141K	Hold	6,200	–	–	0.02%	201
2024 Q3	$143K	Hold	6,200	–	–	0.02%	203
2024 Q2	$140K	Hold	6,200	–	–	0.02%	204
2024 Q1	$141K	Hold	6,200	–	–	0.02%	205
2023 Q4	$142K	Buy	+6,200	New	+$140K	0.03%	198

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

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

CIA

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBTG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 6,200 shares — an estimated $142K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBTG in Q4 2023 and held it in 7 quarters. The position peaked at $143K in Q3 2024. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 6,200 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $142K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2026 Term Treasury ETF position peaked at $143K in Q3 2024.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.