World Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

World Investment Advisors’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	$376K	Buy	16,413 +27	+0.2%	+$618	0.01%	1102
2026 Q1	$375K	Buy	16,386 +4,239	+35%	+$97.1K	0.01%	1135
2025 Q4	$278K	Sell	12,147 -1,881	-13%	-$43.1K	﹤0.01%	1223
2025 Q3	$322K	Sell	14,028 -1,578	-10%	-$36.1K	0.01%	959
2025 Q2	$358K	Buy	15,606 +21	+0.1%	+$480	0.01%	851
2025 Q1	$358K	Sell	15,585 -1,428	-8%	-$32.6K	0.01%	807
2024 Q4	$388K	Buy	17,013 +28	+0.2%	+$639	0.01%	730
2024 Q3	$392K	Buy	+16,985	New	+$389K	0.01%	654

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

World Investment Advisors's IBTG Position: Q2 2026 in Review

World Investment Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.16% in Q2 2026, buying an estimated $618 and bringing the position to 16,413 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1102.

World Investment Advisors first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $392K in Q3 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

World Investment Advisors held 16,413 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $376K as of Q2 2026.
World Investment Advisors bought 27 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $618.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1102 holding.
World Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $392K in Q3 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.