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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
Q2 		$14.4M Buy
626,984
+13,911
+2% +$318K 2.76% 9
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
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
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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Scissortail Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.3% in Q2 2026, buying an estimated $318K and bringing the position to 626,984 shares worth $14.4M. The position accounts for 2.76% of the portfolio, ranked #9.

Scissortail Wealth Management first reported a position in IBTG in Q3 2023 and has held it in 12 quarters since. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Scissortail Wealth Management held 626,984 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $14.4M as of Q2 2026.
  • Scissortail Wealth Management bought 13,911 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $318K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 2.76% of Scissortail Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Scissortail Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.