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Americana Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Americana Partners’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 		$3.84M Sell
167,624
-11,174
-6% -$256K 0.09% 168
2026
Q1 		$4.1M Sell
178,798
-13,776
-7% -$315K 0.11% 145
2025
Q4 		$4.41M Sell
192,574
-535
-0.3% -$12.3K 0.12% 146
2025
Q3 		$4.43M Buy
+193,109
New +$4.42M 0.13% 138

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Americana Partners's IBTG Position: Q2 2026 in Review

Americana Partners reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.2% in Q2 2026, selling an estimated $256K and leaving 167,624 shares worth $3.84M. The position accounts for 0.09% of the portfolio, ranked #168.

Americana Partners first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.43M in Q3 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Americana Partners held 167,624 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.84M as of Q2 2026.
  • Americana Partners sold 11,174 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $256K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.09% of Americana Partners's portfolio in Q2 2026, its #168 holding.
  • Americana Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Americana Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.43M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.