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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.22M Buy
2025
Q2
$3.11M Sell
2025
Q1
$3.14M Buy
2024
Q4
$2.57M Buy
2024
Q3
$2.34M Buy
2024
Q2
$1.9M Buy
2024
Q1
$1.46M Buy
2023
Q4
$1.26M Buy
2023
Q3
$1.14M Buy
2023
Q2
$750K Buy