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

Lowe Wealth 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
2025 Q3	$27.5K	Hold	1,200	–	–	0.01%	185
2025 Q2	$27.5K	Hold	1,200	–	–	0.01%	180
2025 Q1	$27.5K	Buy	+1,200	New	+$27.4K	0.01%	175
2024 Q4	–	Sell	-99	Closed	-$2.28K	–	366
2024 Q3	$2.28K	Sell	99 -4,303	-98%	-$98.5K	﹤0.01%	275
2024 Q2	$99.7K	Buy	+4,402	New	+$99.4K	0.05%	75

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lowe Wealth Advisors's IBTG Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2025 at 1,200 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #185.

Lowe Wealth Advisors first reported a position in IBTG in Q2 2024 and has held it in 5 quarters since. The position peaked at $99.7K in Q2 2024. 293 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

Lowe Wealth Advisors held 1,200 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $27.5K as of Q3 2025.
Lowe Wealth Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #185 holding.
Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
Lowe Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $99.7K in Q2 2024.
293 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.