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
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ameriprise's IBTG Position: Q1 2026 in Review

Ameriprise increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.9% in Q1 2026, buying an estimated $211K and bringing the position to 328,379 shares worth $7.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Ameriprise first reported a position in IBTG in Q2 2023 and has held it in 12 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Ameriprise held 328,379 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $7.52M as of Q1 2026.
  • Ameriprise bought 9,198 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $211K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2147 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.