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WR Wealth Planners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-22
Closed -$500 – 1185
2024
Q1 		$500 Buy
+22
New +$501 ﹤0.01% 1035

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WR Wealth Planners's IBTG Position: Q2 2024 in Review

WR Wealth Planners sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2024, closing a stake of 22 shares — an estimated $500 sold.

WR Wealth Planners first reported a position in IBTG in Q1 2024 and held it in 1 quarter. The position peaked at $500 in Q1 2024. 189 funds tracked by Wall St. Rank hold IBTG as of Q2 2024.

  • WR Wealth Planners reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 22 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2024, an estimated $500.
  • WR Wealth Planners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $500 in Q1 2024.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.