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Richard P. Slaughter Associates’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Richard P. Slaughter Associates’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
2025
Q3 		– Sell
-35,425
Closed -$812K – 119
2025
Q2 		$812K Buy
35,425
+6,635
+23% +$152K 0.17% 72
2025
Q1 		$660K Buy
28,790
+11,937
+71% +$273K 0.15% 77
2024
Q4 		$384K Sell
16,853
-3,872
-19% -$88.4K 0.09% 117
2024
Q3 		$478K Buy
20,725
+474
+2% +$10.8K 0.11% 113
2024
Q2 		$459K Sell
20,251
-2,252
-10% -$50.8K 0.11% 111
2024
Q1 		$511K Buy
22,503
+10,950
+95% +$249K 0.12% 115
2023
Q4 		$264K Buy
+11,553
New +$261K 0.07% 129
2021
Q4 		– Sell
-7,832
Closed -$200K – 128
2021
Q3 		$200K Buy
+7,832
New +$201K 0.08% 121

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return