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Beacon Pointe Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Beacon Pointe 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 		$726K Buy
31,679
+1,867
+6% +$42.8K ﹤0.01% 1123
2025
Q4 		$682K Buy
29,812
+1,563
+6% +$35.8K ﹤0.01% 958
2025
Q3 		$648K Buy
28,249
+1,400
+5% +$32K 0.01% 922
2025
Q2 		$616K Sell
26,849
-801
-3% -$18.3K 0.01% 823
2025
Q1 		$634K Sell
27,650
-534
-2% -$12.2K 0.01% 770
2024
Q4 		$643K Buy
28,184
+1,993
+8% +$45.5K 0.01% 753
2024
Q3 		$604K Buy
26,191
+10,908
+71% +$250K 0.01% 786
2024
Q2 		$346K Buy
15,283
+317
+2% +$7.16K ﹤0.01% 1010
2024
Q1 		$340K Sell
14,966
-26
-0.2% -$592 ﹤0.01% 1065
2023
Q4 		$343K Buy
14,992
+3,805
+34% +$85.9K ﹤0.01% 1033
2023
Q3 		$251K Buy
+11,187
New +$252K ﹤0.01% 1144

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $16.3B AUM 16.34% 1-Year Est. Return

Beacon Pointe Advisors's IBTG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.3% in Q1 2026, buying an estimated $42.8K and bringing the position to 31,679 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Beacon Pointe Advisors 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.

  • Beacon Pointe Advisors held 31,679 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $726K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,867 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $42.8K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1123 holding.
  • Beacon Pointe Advisors 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 Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.