Scissortail Wealth Management, LLC IBTG — ISHARES TR IBONDS 26 TRM TS

Ownership history in Scissortail Wealth Management, LLC  ·  11 quarters on record

AI Ownership Summary

Scissortail Wealth Management, LLC reported ISHARES TR IBONDS 26 TRM TS (IBTG) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.85% in 2025 Q1. The latest visible filing shows IBTG at 2.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Scissortail Wealth Management, LLC's position in ISHARES TR IBONDS 26 TRM TS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBTG was reported at 2.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.85% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBTG stock page Scissortail Wealth Management, LLC fund profile Scissortail Wealth Management, LLC full holdings
How Scissortail Wealth Management, LLC held IBTG — position size vs. price
% of Fund (quarterly)    IBTG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 613,073 +87,006 +16.5% 2.82% $14.0M 2026-04-23 $22.89
2025 Q4 ADDED — — — 526,067 +27,240 +5.5% 2.74% $12.0M 2026-01-29 $22.72
2025 Q3 ADDED — — — 498,827 +5,677 +1.2% 2.50% $11.4M 2025-10-29 $22.50
2025 Q2 ADDED — — — 493,150 +9,149 +1.9% 2.72% $11.3M 2025-08-15 $22.29
2025 Q1 ADDED — — — 484,001 +432,463 +839.1% 2.85% $11.1M 2025-05-12 $22.03
2024 Q4 ADDED — — — 51,538 +51,449 +57807.9% 0.30% $1.2M 2025-02-14 $21.77
2024 Q3 REDUCED 99.8% +0.1% ❌ 89 -50,210 -99.8% 0.29% $1.2M 2024-11-14 $21.52
2024 Q2 REDUCED — — — 50,299 -538 -1.1% 0.29% $1.1M 2024-08-15 $21.38
2024 Q1 ADDED — — — 50,837 +1,736 +3.5% 0.30% $1.2M 2024-05-15 $20.93
2023 Q4 ADDED — — — 49,101 +3,554 +7.8% 0.36% $1.1M 2024-01-30 $20.88
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBTG

As of 2026 Q1 — sorted by position size

Delta Wealth Advisors LLC 10.74% Horizon Advisory Services, Inc. 10.3% MOSELEY INVESTMENT MANAGEMENT INC 3Y 6.15% MKT Advisors LLC 3Y 5.96% Financial Advisory Corp 5.1% Centennial Advisors, LLC 3.13% KOM Wealth Management Group, LLC 3Y 2.53% LITTLEJOHN FINANCIAL SERVICES, INC. 2.39% Trinity Wealth Management, LLC 3Y 2.23% HM PAYSON & CO 3Y 7Y 1.95%

FAQ About Scissortail Wealth Management, LLC and IBTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Scissortail Wealth Management, LLC reported owning IBTG?

Scissortail Wealth Management, LLC reported IBTG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBTG position in Scissortail Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IBTG was 2.85% in 2025 Q1.

What is the latest reported IBTG position on this page?

The most recent filing on this page is 2026 Q1, when Scissortail Wealth Management, LLC reported 613,073 shares, equal to 2.82% of portfolio, with an estimated market value of $14.0M.

What does the chart on this IBTG ownership page compare?

The chart compares Scissortail Wealth Management, LLC's quarterly IBTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Scissortail Wealth Management, LLC time their IBTG position?

Based on 13F filing dates vs. subsequent IBTG price moves, Scissortail Wealth Management, LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on IBTG relative to SPY over the holding period was -15.9%.

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