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Atomi Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Atomi Financial Group’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 		$1.94M Sell
84,816
-18,102
-18% -$414K 0.05% 275
2026
Q1 		$2.36M Sell
102,918
-4,088
-4% -$93.6K 0.07% 216
2025
Q4 		$2.45M Buy
+107,006
New +$2.45M 0.07% 201

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

Atomi Financial Group's IBTG Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 18% in Q2 2026, selling an estimated $414K and leaving 84,816 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #275.

Atomi Financial Group first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.45M in Q4 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Atomi Financial Group held 84,816 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.94M as of Q2 2026.
  • Atomi Financial Group sold 18,102 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $414K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #275 holding.
  • Atomi Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.45M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.