Willis Johnson & Associates’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Willis Johnson & Associates’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	$296K	Buy	12,925 +83	+0.6%	+$1.9K	0.02%	152
2025 Q4	$294K	Buy	12,842 +1,255	+11%	+$28.7K	0.02%	145
2025 Q3	$266K	Buy	11,587 +1,213	+12%	+$27.8K	0.02%	148
2025 Q2	$238K	Buy	10,374 +1,194	+13%	+$27.3K	0.02%	151
2025 Q1	$211K	Buy	+9,180	New	+$210K	0.02%	154

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 $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Willis Johnson & Associates's IBTG Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.65% in Q1 2026, buying an estimated $1.9K and bringing the position to 12,925 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #152.

Willis Johnson & Associates first reported a position in IBTG in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Willis Johnson & Associates held 12,925 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $296K as of Q1 2026.
Willis Johnson & Associates bought 83 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $1.9K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #152 holding.
Willis Johnson & Associates first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.