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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Yoder Wealth Management's IBTG Position: Q1 2026 in Review

Yoder Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 23,231 shares worth $532K. The position accounts for 0.24% of the portfolio, ranked #63.

Yoder Wealth Management first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Yoder Wealth Management held 23,231 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $532K as of Q1 2026.
  • Yoder Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Yoder Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Yoder Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.