MWM
IBTG icon

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

Moulton 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 		$969K Sell
42,438
-50,687
-54% -$1.16M 0.64% 33
2026
Q1 		$2.13M Buy
+93,125
New +$2.13M 1.45% 18

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Moulton Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 54% in Q2 2026, selling an estimated $1.16M and leaving 42,438 shares worth $969K. The position accounts for 0.64% of the portfolio, ranked #33.

Moulton Wealth Management first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.13M in Q1 2026. 64 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Moulton Wealth Management held 42,438 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $969K as of Q2 2026.
  • Moulton Wealth Management sold 50,687 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.16M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.64% of Moulton Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Moulton 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.
  • Moulton Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.13M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.