T
IBTG icon

TCWP’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

TCWP’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
2022
Q4 		– Sell
-11,273
Closed -$255K – 273
2022
Q3 		$255K Buy
+11,273
New +$263K 0.05% 231

Other funds holding IBTG

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TCWP's IBTG Position: Q4 2022 in Review

TCWP sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2022, closing a stake of 11,273 shares — an estimated $255K sold.

TCWP first reported a position in IBTG in Q3 2022 and held it in 1 quarter. The position peaked at $255K in Q3 2022. 70 funds tracked by Wall St. Rank hold IBTG as of Q4 2022.

  • TCWP reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 11,273 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2022, an estimated $255K.
  • TCWP first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • TCWP's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $255K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.