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Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Woodley Farra Manion Portfolio Management’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 		$457K Buy
19,944
+384
+2% +$8.78K 0.02% 99
2026
Q1 		$448K Buy
19,560
+1,652
+9% +$37.8K 0.02% 90
2025
Q4 		$410K Buy
17,908
+1,375
+8% +$31.5K 0.02% 89
2025
Q3 		$379K Buy
16,533
+5,358
+48% +$123K 0.02% 91
2025
Q2 		$256K Buy
+11,175
New +$256K 0.01% 103

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Woodley Farra Manion Portfolio Management's IBTG Position: Q2 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2% in Q2 2026, buying an estimated $8.78K and bringing the position to 19,944 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #99.

Woodley Farra Manion Portfolio Management first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Woodley Farra Manion Portfolio Management held 19,944 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $457K as of Q2 2026.
  • Woodley Farra Manion Portfolio Management bought 384 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $8.78K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Woodley Farra Manion Portfolio Management's portfolio in Q2 2026, its #99 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2026, filed 10 Aug 2026.