Walser Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Walser 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	$210K	Buy	+9,179	New	+$210K	0.09%	206

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

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

Walser Wealth Management opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 9,179 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #206 among its holdings.

317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Walser Wealth Management held 9,179 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $210K as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Walser Wealth Management position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.09% of Walser Wealth Management's portfolio in Q2 2026, its #206 holding.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.