Wells Fargo
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Wells Fargo’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Wells Fargo’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
Q2 		$54.8M Buy
2,394,076
+29,962
+1% +$685K 0.01% 986
2026
Q1 		$54.2M Sell
2,364,114
-147,667
-6% -$3.38M 0.01% 924
2025
Q4 		$57.5M Buy
2,511,781
+115,383
+5% +$2.64M 0.01% 863
2025
Q3 		$55M Sell
2,396,398
-493,193
-17% -$11.3M 0.01% 862
2025
Q2 		$66.3M Buy
2,889,591
+130,252
+5% +$2.98M 0.01% 732
2025
Q1 		$63.3M Buy
2,759,339
+559,197
+25% +$12.8M 0.01% 706
2024
Q4 		$50.2M Buy
2,200,142
+450,161
+26% +$10.3M 0.01% 815
2024
Q3 		$40.4M Buy
1,749,981
+485,459
+38% +$11.1M 0.01% 898
2024
Q2 		$28.6M Sell
1,264,522
-29,313
-2% -$662K 0.01% 1024
2024
Q1 		$29.4M Buy
1,293,835
+51,162
+4% +$1.16M 0.01% 1002
2023
Q4 		$28.4M Buy
1,242,673
+152,805
+14% +$3.45M 0.01% 984
2023
Q3 		$24.5M Buy
1,089,868
+233,571
+27% +$5.27M 0.01% 970
2023
Q2 		$19.4M Sell
856,297
-633,136
-43% -$14.5M 0.01% 1157
2023
Q1 		$34.4M Buy
1,489,433
+981,886
+193% +$22.5M 0.01% 839
2022
Q4 		$11.5M Buy
507,547
+365,484
+257% +$8.29M ﹤0.01% 1449
2022
Q3 		$3.22M Buy
142,063
+140,930
+12,439% +$3.29M ﹤0.01% 2338
2022
Q2 		$27K Sell
1,133
-967
-46% -$22.8K ﹤0.01% 5297
2022
Q1 		$50K Buy
+2,100
New +$51.7K ﹤0.01% 5659
2021
Q1 		– Sell
-24
Closed -$1K – 7084
2020
Q4 		$1K Sell
24
-7
-23% -$183 ﹤0.01% 6344
2020
Q3 		$1K Sell
31
-14
-31% -$369 ﹤0.01% 6205
2020
Q2 		$1K Buy
+45
New +$1.18K ﹤0.01% 6169

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Wells Fargo's IBTG Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.3% in Q2 2026, buying an estimated $685K and bringing the position to 2,394,076 shares worth $54.8M. The position accounts for 0.01% of the portfolio, ranked #986.

Wells Fargo first reported a position in IBTG in Q2 2020 and has held it in 21 quarters since. The position peaked at $66.3M in Q2 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Wells Fargo held 2,394,076 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $54.8M as of Q2 2026.
  • Wells Fargo bought 29,962 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $685K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #986 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2020 and has held it in 21 quarters since.
  • Wells Fargo's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $66.3M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.