Wealthspire Advisors (New York)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Wealthspire Advisors (New York)’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	$23.5M	Buy	1,024,244 +868,197	+556%	+$19.9M	0.18%	69
2025 Q4	$3.57M	Buy	156,047 +15,911	+11%	+$364K	0.03%	199
2025 Q3	$3.22M	Buy	140,136 +4,563	+3%	+$104K	0.02%	207
2025 Q2	$3.11M	Sell	135,573 -1,268	-0.9%	-$29K	0.02%	218
2025 Q1	$3.14M	Buy	136,841 +24,287	+22%	+$555K	0.02%	204
2024 Q4	$2.57M	Buy	112,554 +10,895	+11%	+$249K	0.03%	217
2024 Q3	$2.34M	Buy	101,659 +17,985	+21%	+$412K	0.02%	225
2024 Q2	$1.9M	Buy	83,674 +19,332	+30%	+$436K	0.02%	210
2024 Q1	$1.46M	Buy	64,342 +9,012	+16%	+$205K	0.02%	249
2023 Q4	$1.26M	Buy	55,330 +4,426	+9%	+$99.9K	0.02%	274
2023 Q3	$1.14M	Buy	50,904 +17,775	+54%	+$401K	0.02%	259
2023 Q2	$750K	Buy	+33,129	New	+$761K	0.01%	300

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 $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wealthspire Advisors (New York)'s IBTG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 556% in Q1 2026, buying an estimated $19.9M and bringing the position to 1,024,244 shares worth $23.5M. The position accounts for 0.18% of the portfolio, ranked #69.

Wealthspire Advisors (New York) first reported a position in IBTG in Q2 2023 and has held it in 12 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Wealthspire Advisors (New York) held 1,024,244 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $23.5M as of Q1 2026.
Wealthspire Advisors (New York) bought 868,197 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $19.9M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #69 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.