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

Paladin Wealth’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 Q3	$339K	Buy	+14,805	New	+$338K	0.18%	129

Other funds holding IBTG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Paladin Wealth's IBTG Position: Q3 2026 in Review

Paladin Wealth opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026: 14,805 shares worth $339K. The stake represents 0.18% of the portfolio and ranks #129 among its holdings.

188 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Paladin Wealth held 14,805 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $339K as of Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Paladin Wealth position in Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Paladin Wealth's portfolio in Q3 2026, its #129 holding.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.