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

LVW 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
2023
Q4 		– Sell
-10,280
Closed -$231K – 262
2023
Q3 		$231K Hold
10,280
– – 0.05% 201
2023
Q2 		$233K Hold
10,280
– – 0.04% 184
2023
Q1 		$237K Buy
10,280
+280
+3% +$6.41K 0.05% 208
2022
Q4 		$227K Hold
10,000
– – 0.05% 209
2022
Q3 		$227K Hold
10,000
– – 0.05% 199
2022
Q2 		$236K Buy
+10,000
New +$236K 0.05% 208

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

LVW Advisors's IBTG Position: Q4 2023 in Review

LVW Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2023, closing a stake of 10,280 shares — an estimated $231K sold.

LVW Advisors first reported a position in IBTG in Q2 2022 and held it in 6 quarters. The position peaked at $237K in Q1 2023. 158 funds tracked by Wall St. Rank hold IBTG as of Q4 2023.

  • LVW Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • LVW Advisors sold 10,280 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2023, an estimated $231K.
  • LVW Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • LVW Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $237K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2023.

Based on LVW Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.