Wealthspire Advisors (New York)’s iShares iBonds Dec 2054 Term Treasury ETF IBGK Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IBGK Stock Details IBGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-221	Closed	-$5.34K	–	2994
2025 Q3	$5.34K	Buy	+221	New	+$5.23K	﹤0.01%	2308

Other funds holding IBGK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBGK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2054 Term Treasury ETF (IBGK) in Q4 2025, closing a stake of 221 shares — an estimated $5.34K sold.

Wealthspire Advisors (New York) first reported a position in IBGK in Q3 2025 and held it in 1 quarter. The position peaked at $5.34K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBGK as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2054 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 221 iShares iBonds Dec 2054 Term Treasury ETF shares in Q4 2025, an estimated $5.34K.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2054 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2054 Term Treasury ETF position peaked at $5.34K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2054 Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.