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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
Q2 		$10.4M Buy
456,059
+424,380
+1,340% +$9.71M 0.05% 332
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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Beacon Pointe Advisors's IBTG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1,340% in Q2 2026, buying an estimated $9.71M and bringing the position to 456,059 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #332.

Beacon Pointe Advisors 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.

  • Beacon Pointe Advisors held 456,059 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $10.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 424,380 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $9.71M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #332 holding.
  • Beacon Pointe Advisors 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.