Wealthspire Advisors (New York)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
135,573
-1,268
| -0.9% | -$29.1K | 0.02% | 218 |
|
|
2025
Q1 | $3.14M | Buy |
136,841
+24,287
| +22% | +$557K | 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% | +$415K | 0.02% | 225 |
|
|
2024
Q2 | $1.9M | Buy |
83,674
+19,332
| +30% | +$438K | 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% | +$101K | 0.02% | 274 |
|
|
2023
Q3 | $1.14M | Buy |
50,904
+17,775
| +54% | +$399K | 0.02% | 259 |
|
|
2023
Q2 | $750K | Buy |
+33,129
| New | +$750K | 0.01% | 300 |
|