Lifeworks Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Lifeworks Advisors’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	$525K	Buy	+22,927	New	+$524K	0.06%	197

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Lifeworks Advisors's IBTG Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 22,927 shares worth $525K. The stake represents 0.06% of the portfolio and ranks #197 among its holdings.

317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Lifeworks Advisors held 22,927 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $525K as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Lifeworks Advisors position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.06% of Lifeworks Advisors's portfolio in Q2 2026, its #197 holding.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.