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

Scissortail 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 Q1	$14M	Buy	613,073 +87,006	+17%	+$1.99M	2.82%	8
2025 Q4	$12M	Buy	526,067 +27,240	+5%	+$624K	2.74%	10
2025 Q3	$11.4M	Buy	498,827 +5,677	+1%	+$130K	2.5%	11
2025 Q2	$11.3M	Buy	493,150 +9,149	+2%	+$209K	2.72%	9
2025 Q1	$11.1M	Buy	484,001 +432,463	+839%	+$9.88M	2.85%	9
2024 Q4	$1.18M	Buy	51,538 +51,449	+57,808%	+$1.17M	0.3%	63
2024 Q3	$1.2M	Sell	89 -50,210	-100%	-$1.15M	0.29%	62
2024 Q2	$1.14M	Sell	50,299 -538	-1%	-$12.1K	0.29%	63
2024 Q1	$1.15M	Buy	50,837 +1,736	+4%	+$39.5K	0.3%	63
2023 Q4	$1.12M	Buy	49,101 +3,554	+8%	+$80.2K	0.36%	60
2023 Q3	$1.02M	Buy	+45,547	New	+$1.03M	0.8%	28

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Scissortail Wealth Management's IBTG Position: Q1 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 17% in Q1 2026, buying an estimated $1.99M and bringing the position to 613,073 shares worth $14M. The position accounts for 2.82% of the portfolio, ranked #8.

Scissortail Wealth Management first reported a position in IBTG in Q3 2023 and has held it in 11 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Scissortail Wealth Management held 613,073 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $14M as of Q1 2026.
Scissortail Wealth Management bought 87,006 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $1.99M.
iShares iBonds Dec 2026 Term Treasury ETF made up 2.82% of Scissortail Wealth Management's portfolio in Q1 2026, its #8 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.