What happened
In its latest SEC filing dated April 28, 2026, Shelton Wealth Management reported selling all 376,011 shares of iShares Trust – iShares iBonds Dec 2026 Term Treasury ETF (IBTG +0.02%), during the first quarter. The estimated transaction value was $8.61 million, calculated using the average closing price for the quarter. The net position change over the period, including price movement, was $8.60 million.
What else to know
- This was a full liquidation of the position; IBTG accounted for 3.7% of reported AUM in the prior quarter and now represents 0% of AUM.
- Post-filing, top holdings are:
- NASDAQ: FTSM: $12.94 million (5.7% of AUM)
- NASDAQ: IBTH: $10.24 million (4.5% of AUM)
- NASDAQ: IBTI: $10.22 million (4.5% of AUM)
- NASDAQ: IBTJ: $10.20 million (4.5% of AUM)
- NASDAQ: IBTK: $10.16 million (4.5% of AUM)
- As of April 27, 2026, shares were priced at $22.91, up 3.95% over the past year,…
