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 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

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

Yoder Wealth Management's IBTG Position: Q2 2026 in Review

Yoder Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3% in Q2 2026, selling an estimated $16K and leaving 22,531 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #71.

Yoder Wealth Management first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Yoder Wealth Management held 22,531 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $516K as of Q2 2026.
Yoder Wealth Management sold 700 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $16K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.2% of Yoder Wealth Management's portfolio in Q2 2026, its #71 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $532K in Q1 2026.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.