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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
– – 0.05% 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 $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return