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

Spire 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 		$121K Buy
5,305
+1
+0% +$23 ﹤0.01% 922
2026
Q1 		$122K Buy
+5,304
New +$121K ﹤0.01% 925
2025
Q4 		– Sell
-662
Closed -$15.2K – 2399
2025
Q3 		$15.2K Buy
+662
New +$15.2K ﹤0.01% 1616

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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

Spire Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.02% in Q2 2026, buying an estimated $23 and bringing the position to 5,305 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Spire Wealth Management first reported a position in IBTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $122K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Spire Wealth Management held 5,305 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $121K as of Q2 2026.
  • Spire Wealth Management bought 1 iShares iBonds Dec 2026 Term Treasury ETF share in Q2 2026, an estimated $23.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #922 holding.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $122K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.