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Brookstone Capital Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Brookstone Capital 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
Q2 		$3.48M Sell
152,013
-13,709
-8% -$314K 0.03% 386
2026
Q1 		$3.8M Buy
165,722
+76,290
+85% +$1.75M 0.04% 365
2025
Q4 		$2.05M Buy
89,432
+13,507
+18% +$309K 0.02% 448
2025
Q3 		$1.74M Buy
75,925
+8,904
+13% +$204K 0.02% 478
2025
Q2 		$1.54M Buy
67,021
+4,252
+7% +$97.3K 0.02% 470
2025
Q1 		$1.44M Buy
62,769
+25,740
+70% +$588K 0.02% 469
2024
Q4 		$845K Buy
37,029
+2,896
+8% +$66.1K 0.01% 571
2024
Q3 		$787K Buy
34,133
+5,752
+20% +$132K 0.01% 573
2024
Q2 		$646K Sell
28,381
-1,040
-4% -$23.5K 0.01% 588
2024
Q1 		$668K Buy
29,421
+7,390
+34% +$168K 0.01% 564
2023
Q4 		$504K Buy
+22,031
New +$497K 0.01% 599

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Brookstone Capital Management's IBTG Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.3% in Q2 2026, selling an estimated $314K and leaving 152,013 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #386.

Brookstone Capital Management first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q1 2026. 48 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Brookstone Capital Management held 152,013 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.48M as of Q2 2026.
  • Brookstone Capital Management sold 13,709 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $314K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #386 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Brookstone Capital Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.8M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.