WEG
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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

World Equity Group's IBTG Position: Q2 2026 in Review

World Equity Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 12,588 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #314.

World Equity Group first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q1 2026. 63 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • World Equity Group held 12,588 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $288K as of Q2 2026.
  • World Equity Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #314 holding.
  • World Equity Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • World Equity Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $288K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.