Blue Square Asset Management
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Blue Square Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Blue Square Asset Management’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
Q3 		$286K Buy
12,496
+1,105
+10% +$25.3K 0.11% 59
2026
Q2 		$261K Hold
11,391
– – 0.11% 67
2026
Q1 		$261K Buy
11,391
+466
+4% +$10.7K 0.12% 64
2025
Q4 		$250K Buy
+10,925
New +$250K 0.11% 60

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Blue Square Asset Management's IBTG Position: Q3 2026 in Review

Blue Square Asset Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 9.7% in Q3 2026, buying an estimated $25.3K and bringing the position to 12,496 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #59.

Blue Square Asset Management first reported a position in IBTG in Q4 2025 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Blue Square Asset Management held 12,496 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $286K as of Q3 2026.
  • Blue Square Asset Management bought 1,105 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $25.3K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.11% of Blue Square Asset Management's portfolio in Q3 2026, its #59 holding.
  • Blue Square Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Blue Square Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.