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

Ameriprise’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 		$7.63M Buy
333,675
+5,296
+2% +$121K ﹤0.01% 2249
2026
Q1 		$7.52M Buy
328,379
+9,198
+3% +$211K ﹤0.01% 2147
2025
Q4 		$7.3M Buy
319,181
+32,617
+11% +$747K ﹤0.01% 2157
2025
Q3 		$6.56M Buy
286,564
+76,430
+36% +$1.75M ﹤0.01% 2223
2025
Q2 		$4.82M Sell
210,134
-68,724
-25% -$1.57M ﹤0.01% 2389
2025
Q1 		$6.4M Sell
278,858
-1,521
-0.5% -$34.7K ﹤0.01% 2118
2024
Q4 		$6.4M Buy
280,379
+42,918
+18% +$980K ﹤0.01% 2174
2024
Q3 		$5.46M Buy
237,461
+12,318
+5% +$282K ﹤0.01% 2318
2024
Q2 		$5.1M Buy
225,143
+72,406
+47% +$1.63M ﹤0.01% 2291
2024
Q1 		$3.47M Buy
152,737
+83,464
+120% +$1.9M ﹤0.01% 2597
2023
Q4 		$1.58M Buy
69,273
+36,798
+113% +$830K ﹤0.01% 2990
2023
Q3 		$730K Buy
32,475
+12,136
+60% +$274K ﹤0.01% 3274
2023
Q2 		$461K Buy
+20,339
New +$467K ﹤0.01% 3471

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
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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Ameriprise's IBTG Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.6% in Q2 2026, buying an estimated $121K and bringing the position to 333,675 shares worth $7.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Ameriprise first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Ameriprise held 333,675 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $7.63M as of Q2 2026.
  • Ameriprise bought 5,296 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $121K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2249 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.