Yoder Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Yoder Wealth 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 Q3	$486K	Sell	21,246 -1,285	-6%	-$29.4K	0.18%	74
2026 Q2	$516K	Sell	22,531 -700	-3%	-$16K	0.2%	71
2026 Q1	$532K	Hold	23,231	–	–	0.24%	63
2025 Q4	$531K	Buy	23,231 +1,400	+6%	+$32.1K	0.24%	65
2025 Q3	$501K	Buy	21,831 +3,400	+18%	+$77.8K	0.24%	65
2025 Q2	$423K	Hold	18,431	–	–	0.22%	70
2025 Q1	$423K	Buy	18,431 +8,800	+91%	+$201K	0.24%	68
2024 Q4	$220K	Sell	9,631 -5,800	-38%	-$132K	0.12%	102
2024 Q3	$356K	Hold	15,431	–	–	0.21%	69
2024 Q2	$350K	Buy	15,431 +9	+0.1%	+$203	0.23%	68
2024 Q1	$350K	Buy	15,422 +3,600	+30%	+$81.9K	0.23%	67
2023 Q4	$270K	Buy	+11,822	New	+$267K	0.19%	73

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

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

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

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Yoder Wealth Management's IBTG Position: Q3 2026 in Review

Yoder Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.7% in Q3 2026, selling an estimated $29.4K and leaving 21,246 shares worth $486K. The position accounts for 0.18% of the portfolio, ranked #74.

Yoder Wealth Management first reported a position in IBTG in Q4 2023 and has held it in 12 quarters since. The position peaked at $532K in Q1 2026. 56 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Yoder Wealth Management held 21,246 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $486K as of Q3 2026.
Yoder Wealth Management sold 1,285 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $29.4K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Yoder Wealth Management's portfolio in Q3 2026, its #74 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $532K in Q1 2026.
56 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.