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W.H. Cornerstone Investments’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

W.H. Cornerstone Investments’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
2024
Q2 		– Sell
-11,941
Closed -$271K – 129
2024
Q1 		$271K Sell
11,941
-3,264
-21% -$74.3K 0.2% 110
2023
Q4 		$348K Sell
15,205
-1,057
-6% -$23.9K 0.28% 93
2023
Q3 		$365K Buy
16,262
+264
+2% +$5.95K 0.32% 83
2023
Q2 		$362K Sell
15,998
-1,284
-7% -$29.5K 0.32% 80
2023
Q1 		$399K Sell
17,282
-257
-1% -$5.88K 0.36% 74
2022
Q4 		$404K Sell
17,539
-329
-2% -$7.46K 0.38% 71
2022
Q3 		$403K Buy
+17,868
New +$417K 0.42% 72

Other funds holding IBTG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return