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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
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

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Bank of America
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Morgan Stanley
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $16.2B AUM 16.34% 1-Year Est. Return