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

Steelhead 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	$2.04M	Buy	+89,185	New	+$2.04M	1.04%	26

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

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

Steelhead Wealth Management opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026: 89,185 shares worth $2.04M. The stake represents 1.04% of the portfolio and ranks #26 among its holdings.

323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Steelhead Wealth Management held 89,185 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.04M as of Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 1.04% of Steelhead Wealth Management's portfolio in Q1 2026, its #26 holding.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.