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

Visionary 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
2026 Q2	$439K	Buy	19,192 +3,804	+25%	+$87K	0.02%	456
2026 Q1	$353K	Sell	15,388 -26	-0.2%	-$595	0.02%	483
2025 Q4	$353K	Sell	15,414 -447	-3%	-$10.2K	0.02%	463
2025 Q3	$364K	Buy	15,861 +3,792	+31%	+$86.8K	0.02%	452
2025 Q2	$277K	Buy	+12,069	New	+$276K	0.01%	474
2022 Q4	–	Sell	-26,186	Closed	-$594K	–	431
2022 Q3	$594K	Sell	26,186 -2,095	-7%	-$48.9K	0.06%	204
2022 Q2	$667K	Buy	28,281 +947	+3%	+$22.3K	0.06%	208
2022 Q1	$657K	Buy	+27,334	New	+$673K	0.05%	218

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Visionary Wealth Advisors's IBTG Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 25% in Q2 2026, buying an estimated $87K and bringing the position to 19,192 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #456.

Visionary Wealth Advisors first reported a position in IBTG in Q1 2022 and has held it in 8 quarters since. The position peaked at $667K in Q2 2022. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Visionary Wealth Advisors held 19,192 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $439K as of Q2 2026.
Visionary Wealth Advisors bought 3,804 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $87K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #456 holding.
Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2022 and has held it in 8 quarters since.
Visionary Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $667K in Q2 2022.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.