Associated Banc-Corp’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Associated Banc-Corp’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	$2.12M	Buy	92,716 +3,584	+4%	+$82K	0.05%	170
2026 Q1	$2.04M	Sell	89,132 -3,754	-4%	-$86K	0.05%	165
2025 Q4	$2.12M	Buy	92,886 +3,446	+4%	+$78.9K	0.05%	165
2025 Q3	$2.05M	Buy	89,440 +7,149	+9%	+$164K	0.05%	171
2025 Q2	$1.89M	Buy	82,291 +6,427	+8%	+$147K	0.05%	170
2025 Q1	$1.74M	Buy	75,864 +839	+1%	+$19.2K	0.05%	176
2024 Q4	$1.71M	Buy	75,025 +2,372	+3%	+$54.2K	0.05%	174
2024 Q3	$1.68M	Buy	72,653 +4,149	+6%	+$94.9K	0.05%	186
2024 Q2	$1.55M	Buy	68,504 +2,038	+3%	+$46K	0.05%	182
2024 Q1	$1.51M	Buy	66,466 +12,103	+22%	+$275K	0.05%	182
2023 Q4	$1.24M	Buy	54,363 +13,648	+34%	+$308K	0.04%	190
2023 Q3	$915K	Buy	40,715 +23,828	+141%	+$537K	0.04%	205
2023 Q2	$382K	Buy	16,887 +6,645	+65%	+$153K	0.01%	249
2023 Q1	$236K	Buy	+10,242	New	+$234K	0.01%	280

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

Associated Banc-Corp's IBTG Position: Q2 2026 in Review

Associated Banc-Corp increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4% in Q2 2026, buying an estimated $82K and bringing the position to 92,716 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #170.

Associated Banc-Corp first reported a position in IBTG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.12M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Associated Banc-Corp held 92,716 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.12M as of Q2 2026.
Associated Banc-Corp bought 3,584 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $82K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Associated Banc-Corp's portfolio in Q2 2026, its #170 holding.
Associated Banc-Corp first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Associated Banc-Corp's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.12M in Q4 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.