Sutton Wealth Advisors
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Sutton Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$43K Sell
1,914
-197
-9% -$4.44K 0.02% 246
2023
Q2 		$47.8K Buy
+2,111
New +$48.5K 0.02% 230

Other funds holding IBTG

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sutton Wealth Advisors's IBTG Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 9.3% in Q3 2023, selling an estimated $4.44K and leaving 1,914 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #246.

Sutton Wealth Advisors first reported a position in IBTG in Q2 2023 and has held it in 2 quarters since. The position peaked at $47.8K in Q2 2023. 105 funds tracked by Wall St. Rank hold IBTG as of Q3 2023.

  • Sutton Wealth Advisors held 1,914 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $43K as of Q3 2023.
  • Sutton Wealth Advisors sold 197 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2023, an estimated $4.44K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #246 holding.
  • Sutton Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $47.8K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.