Wealth Enhancement Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Wealth Enhancement Advisory Services’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	$2.66M	Buy	116,619 +8,123	+7%	+$186K	﹤0.01%	1388
2026 Q1	$2.48M	Sell	108,496 -80,078	-42%	-$1.83M	0.01%	1278
2025 Q4	$4.32M	Buy	188,574 +9,723	+5%	+$223K	0.01%	1090
2025 Q3	$4.1M	Buy	178,851 +2,097	+1%	+$48K	0.01%	1044
2025 Q2	$4.04M	Buy	176,754 +20,855	+13%	+$477K	0.01%	999
2025 Q1	$3.58M	Buy	155,899 +29,007	+23%	+$663K	0.01%	964
2024 Q4	$2.89M	Buy	126,892 +7,030	+6%	+$161K	0.01%	1011
2024 Q3	$2.76M	Sell	119,862 -4,493	-4%	-$103K	0.01%	930
2024 Q2	$2.82M	Buy	+124,355	New	+$2.81M	0.01%	872

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

Wealth Enhancement Advisory Services's IBTG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 7.5% in Q2 2026, buying an estimated $186K and bringing the position to 116,619 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Wealth Enhancement Advisory Services first reported a position in IBTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.32M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Wealth Enhancement Advisory Services held 116,619 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.66M as of Q2 2026.
Wealth Enhancement Advisory Services bought 8,123 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $186K.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1388 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.32M in Q4 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.