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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
Q2 		$1.54M Sell
67,379
-21,806
-24% -$499K 0.62% 36
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
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

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

Steelhead Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 24% in Q2 2026, selling an estimated $499K and leaving 67,379 shares worth $1.54M. The position accounts for 0.62% of the portfolio, ranked #36.

Steelhead Wealth Management first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.04M in Q1 2026. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Steelhead Wealth Management held 67,379 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.54M as of Q2 2026.
  • Steelhead Wealth Management sold 21,806 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $499K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.62% of Steelhead Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Steelhead Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Steelhead Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.04M in Q1 2026.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.