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

Wealth Management Strategies’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 Q1	$11.8M	Sell	515,825 -2,273	-0.4%	-$52K	5.35%	7
2025 Q4	$11.9M	Buy	518,098 +26,357	+5%	+$604K	5.46%	5
2025 Q3	$11.3M	Buy	+491,741	New	+$11.3M	5.59%	5
2025 Q1	$9.01M	Buy	392,562 +40,669	+12%	+$929K	6.02%	6
2024 Q4	$80.3K	Buy	+351,893	New	+$8.03M	6.15%	6

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealth Management Strategies's IBTG Position: Q1 2026 in Review

Wealth Management Strategies reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.44% in Q1 2026, selling an estimated $52K and leaving 515,825 shares worth $11.8M. The position accounts for 5.35% of the portfolio, ranked #7.

Wealth Management Strategies first reported a position in IBTG in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.9M in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Wealth Management Strategies held 515,825 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $11.8M as of Q1 2026.
Wealth Management Strategies sold 2,273 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $52K.
iShares iBonds Dec 2026 Term Treasury ETF made up 5.35% of Wealth Management Strategies's portfolio in Q1 2026, its #7 holding.
Wealth Management Strategies first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
Wealth Management Strategies's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $11.9M in Q4 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.