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 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

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

Woodley Farra Manion Portfolio Management's IBTG Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 9.2% in Q1 2026, buying an estimated $37.8K and bringing the position to 19,560 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #90.

Woodley Farra Manion Portfolio Management first reported a position in IBTG in Q2 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Woodley Farra Manion Portfolio Management held 19,560 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $448K as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 1,652 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $37.8K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #90 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 4 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.