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 Q2	$303K	Buy	13,243 +44	+0.3%	+$1.01K	0.09%	175
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

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

Autumn Glory Partners's IBTG Position: Q2 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.33% in Q2 2026, buying an estimated $1.01K and bringing the position to 13,243 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #175.

Autumn Glory Partners first reported a position in IBTG in Q3 2023 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Autumn Glory Partners held 13,243 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $303K as of Q2 2026.
Autumn Glory Partners bought 44 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.01K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.09% of Autumn Glory Partners's portfolio in Q2 2026, its #175 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.