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

Liberty 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	$317K	Hold	13,843	–	–	0.04%	201
2026 Q1	$317K	Buy	13,843 +76	+0.6%	+$1.74K	0.04%	201
2025 Q4	$315K	Buy	13,767 +154	+1%	+$3.53K	0.04%	182
2025 Q3	$312K	Buy	13,613 +119	+0.9%	+$2.72K	0.04%	177
2025 Q2	$309K	Buy	+13,494	New	+$309K	0.05%	166

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

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

Liberty Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 13,843 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #201.

Liberty Wealth Management first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Liberty Wealth Management held 13,843 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $317K as of Q2 2026.
Liberty Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #201 holding.
Liberty Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.