Autumn Glory Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Autumn Glory Partners’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	$302K	Buy	13,199 +29	+0.2%	+$664	0.11%	165
2025 Q4	$301K	Buy	13,170 +59	+0.5%	+$1.35K	0.11%	165
2025 Q3	$301K	Buy	13,111 +1,002	+8%	+$22.9K	0.12%	157
2025 Q2	$278K	Sell	12,109 -272	-2%	-$6.22K	0.13%	150
2025 Q1	$284K	Hold	12,381	–	–	0.14%	139
2024 Q4	$282K	Sell	12,381 -310	-2%	-$7.08K	0.14%	139
2024 Q3	$293K	Hold	12,691	–	–	0.11%	166
2024 Q2	$288K	Buy	12,691 +133	+1%	+$3K	0.15%	130
2024 Q1	$285K	Hold	12,558	–	–	0.14%	128
2023 Q4	$287K	Buy	12,558 +745	+6%	+$16.8K	0.16%	121
2023 Q3	$265K	Buy	+11,813	New	+$266K	0.16%	122

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Autumn Glory Partners's IBTG Position: Q1 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.22% in Q1 2026, buying an estimated $664 and bringing the position to 13,199 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #165.

Autumn Glory Partners first reported a position in IBTG in Q3 2023 and has held it in 11 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Autumn Glory Partners held 13,199 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $302K as of Q1 2026.
Autumn Glory Partners bought 29 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $664.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.11% of Autumn Glory Partners's portfolio in Q1 2026, its #165 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.