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Wick Capital Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Wick Capital Partners’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
2025
Q1 		– Sell
-87,899
Closed -$2M – 107
2024
Q4 		$2M Buy
87,899
+41,650
+90% +$951K 0.59% 22
2024
Q3 		$1.07M Buy
+46,249
New +$1.06M 0.34% 33

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Wick Capital Partners's IBTG Position: Q1 2025 in Review

Wick Capital Partners sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2025, closing a stake of 87,899 shares — an estimated $2M sold.

Wick Capital Partners first reported a position in IBTG in Q3 2024 and held it in 2 quarters. The position peaked at $2M in Q4 2024. 264 funds tracked by Wall St. Rank hold IBTG as of Q1 2025.

  • Wick Capital Partners reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Wick Capital Partners sold 87,899 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2025, an estimated $2M.
  • Wick Capital Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Wick Capital Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2025.

Based on Wick Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.