World Equity Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

World Equity Group’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 Q3	$263K	Sell	11,493 -1,095	-9%	-$25K	0.11%	199
2026 Q2	$288K	Hold	12,588	–	–	0.06%	314
2026 Q1	$288K	Hold	12,588	–	–	0.07%	293
2025 Q4	$288K	Buy	12,588 +656	+5%	+$15K	0.08%	273
2025 Q3	$274K	Buy	+11,932	New	+$273K	0.06%	293

Other funds holding IBTG

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

World Equity Group's IBTG Position: Q3 2026 in Review

World Equity Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.7% in Q3 2026, selling an estimated $25K and leaving 11,493 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #199.

World Equity Group first reported a position in IBTG in Q3 2025 and has held it in 5 quarters since. The position peaked at $288K in Q1 2026. 79 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

World Equity Group held 11,493 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $263K as of Q3 2026.
World Equity Group sold 1,095 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $25K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.11% of World Equity Group's portfolio in Q3 2026, its #199 holding.
World Equity Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
World Equity Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $288K in Q1 2026.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.