Aptus Capital Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Aptus Capital Advisors’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	$163K	Buy	7,138 +1	+0%	+$23	﹤0.01%	1161
2026 Q1	$164K	Buy	7,137 +1	+0%	+$23	﹤0.01%	1053
2025 Q4	$163K	Buy	7,136 +2	+0%	+$46	﹤0.01%	1070
2025 Q3	$164K	Buy	7,134 +1	+0%	+$23	﹤0.01%	1018
2025 Q2	$164K	Buy	7,133 +6,997	+5,145%	+$160K	﹤0.01%	988
2025 Q1	$3.13K	Hold	136	–	–	﹤0.01%	1361
2024 Q4	$3.1K	Hold	136	–	–	﹤0.01%	1358
2024 Q3	$3.14K	Hold	136	–	–	﹤0.01%	1167
2024 Q2	$3.08K	Hold	136	–	–	﹤0.01%	1094
2024 Q1	$3.09K	Buy	+136	New	+$3.1K	﹤0.01%	1114

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Aptus Capital Advisors's IBTG Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.01% in Q2 2026, buying an estimated $23 and bringing the position to 7,138 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Aptus Capital Advisors first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $164K in Q3 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Aptus Capital Advisors held 7,138 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $163K as of Q2 2026.
Aptus Capital Advisors bought 1 iShares iBonds Dec 2026 Term Treasury ETF share in Q2 2026, an estimated $23.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1161 holding.
Aptus Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $164K in Q3 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.