LA
IBGB

LVW Advisors’s iShares iBonds Dec 2045 Term Treasury ETF IBGB Stock Holding History

LVW Advisors’s Portfolio IBGB Stock Details IBGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,673
Closed -$214K – 460
2025
Q4 		$214K Buy
+8,673
New +$218K 0.02% 321

Other funds holding IBGB

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LVW Advisors's IBGB Position: Q1 2026 in Review

LVW Advisors sold out of iShares iBonds Dec 2045 Term Treasury ETF (IBGB) in Q1 2026, closing a stake of 8,673 shares — an estimated $214K sold.

LVW Advisors first reported a position in IBGB in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 5 funds tracked by Wall St. Rank hold IBGB as of Q1 2026.

  • LVW Advisors reported no remaining iShares iBonds Dec 2045 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 8,673 iShares iBonds Dec 2045 Term Treasury ETF shares in Q1 2026, an estimated $214K.
  • LVW Advisors first reported a position in iShares iBonds Dec 2045 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • LVW Advisors's iShares iBonds Dec 2045 Term Treasury ETF position peaked at $214K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2045 Term Treasury ETF as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.