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

Signature Wealth Management Group’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	$481K	Hold	21,001	–	–	0.18%	99
2025 Q4	$480K	Hold	21,001	–	–	0.2%	82
2025 Q3	$482K	Sell	21,001 -5,796	-22%	-$133K	0.19%	86
2025 Q2	$614K	Sell	26,797 -349	-1%	-$7.99K	0.24%	79
2025 Q1	$623K	Buy	27,146 +8,369	+45%	+$191K	0.24%	83
2024 Q4	$428K	Buy	18,777 +2,757	+17%	+$63K	0.17%	88
2024 Q3	$370K	Sell	16,020 -50	-0.3%	-$1.14K	0.15%	90
2024 Q2	$364K	Buy	16,070 +235	+1%	+$5.3K	0.16%	88
2024 Q1	$357K	Hold	15,835	–	–	0.16%	89
2023 Q4	$362K	Buy	+15,835	New	+$357K	0.17%	88

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

Signature Wealth Management Group's IBTG Position: Q1 2026 in Review

Signature Wealth Management Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 21,001 shares worth $481K. The position accounts for 0.18% of the portfolio, ranked #99.

Signature Wealth Management Group first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. The position peaked at $623K in Q1 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Signature Wealth Management Group held 21,001 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $481K as of Q1 2026.
Signature Wealth Management Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Signature Wealth Management Group's portfolio in Q1 2026, its #99 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $623K in Q1 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.