Black Swift Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Black Swift 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	$1.68M	Buy	73,595 +44,075	+149%	+$1.01M	0.24%	61
2026 Q1	$676K	Sell	29,520 -10,150	-26%	-$232K	0.12%	86
2025 Q4	$907K	Sell	39,670 -16,575	-29%	-$380K	0.15%	81
2025 Q3	$1.29M	Sell	56,245 -47,055	-46%	-$1.08M	0.23%	62
2025 Q2	$2.37M	Sell	103,300 -1,150	-1%	-$26.3K	0.48%	43
2025 Q1	$2.4M	Sell	104,450 -7,325	-7%	-$167K	0.54%	38
2024 Q4	$2.55M	Buy	+111,775	New	+$2.55M	0.54%	32

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

Black Swift Group's IBTG Position: Q2 2026 in Review

Black Swift Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 149% in Q2 2026, buying an estimated $1.01M and bringing the position to 73,595 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #61.

Black Swift Group first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q4 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Black Swift Group held 73,595 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.68M as of Q2 2026.
Black Swift Group bought 44,075 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.01M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Black Swift Group's portfolio in Q2 2026, its #61 holding.
Black Swift Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Black Swift Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.55M in Q4 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Black Swift Group's 13F filing for Q2 2026, filed 13 Aug 2026.