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Mission Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Mission Wealth Management’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 		$2.49M Buy
108,570
+80,096
+281% +$1.83M 0.03% 270
2026
Q1 		$652K Buy
+28,474
New +$652K 0.01% 419

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Mission Wealth Management's IBTG Position: Q2 2026 in Review

Mission Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 281% in Q2 2026, buying an estimated $1.83M and bringing the position to 108,570 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #270.

Mission Wealth Management first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Mission Wealth Management held 108,570 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.49M as of Q2 2026.
  • Mission Wealth Management bought 80,096 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.83M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Mission Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.