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

Shelton 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	–	Sell	-376,011	Closed	-$8.6M	–	157
2025 Q4	$8.6M	Buy	376,011 +21,176	+6%	+$485K	3.69%	6
2025 Q3	$8.14M	Buy	354,835 +25,506	+8%	+$584K	3.69%	6
2025 Q2	$7.55M	Buy	329,329 +16,331	+5%	+$374K	3.64%	6
2025 Q1	$7.18M	Buy	312,998 +27,696	+10%	+$633K	3.9%	6
2024 Q4	$6.51M	Buy	285,302 +68,792	+32%	+$1.57M	3.37%	2
2024 Q3	$4.99M	Buy	216,510 +33,726	+18%	+$772K	2.71%	10
2024 Q2	$4.14M	Buy	182,784 +57,006	+45%	+$1.29M	2.35%	10
2024 Q1	$2.86M	Buy	125,778 +40,942	+48%	+$932K	1.8%	14
2023 Q4	$1.94M	Buy	+84,836	New	+$1.91M	1.38%	20

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

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

Shelton Wealth Management sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 376,011 shares — an estimated $8.6M sold.

Shelton Wealth Management first reported a position in IBTG in Q4 2023 and held it in 9 quarters. The position peaked at $8.6M in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Shelton Wealth Management reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Shelton Wealth Management sold 376,011 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $8.6M.
Shelton Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Shelton Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $8.6M in Q4 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.