Trinity Wealth Management increased its holding in iShares Trust – iShares iBonds Dec 2026 Term Treasury ETF by 222,998 shares, valued at ~$5.11 million. Top holdings include State Street SPDR Portfolio Aggregate Bond ETF, Invesco QQQ Trust, VanEck MSCI International Quality ETF, iShares MSCI USA Size Factor ETF, and iShares MSCI USA Momentum Factor ETF.

As of Jan. 15, 2026, IBTG shares were priced at $22.91, up 4.6% over the past year with a recent yield of 4.02%. The fund seeks to track the performance of U.S. Treasury securities maturing in 2026, offering predictable income and principal return at maturity with a competitive expense ratio.

Trinity’s investment in shorter-duration bonds, like those in the iShares iBonds Dec 2026 Term Treasury ETF, serves as a defensive play against interest rate risk amidst economic uncertainty. The fund’s structure provides stability and diversity, appealing to investors seeking low credit risk and reliable cash flows with a 0.07% expense ratio.

Read more at Yahoo Finance: Trinity Wealth Loads Up on 223,000 IBTG Shares Worth $5.1 Million