Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cambridge Investment Research 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 		$1.59M Sell
69,628
-33,994
-33% -$778K ﹤0.01% 1872
2026
Q1 		$2.38M Buy
103,622
+3,344
+3% +$76.6K 0.01% 1472
2025
Q4 		$2.29M Buy
100,278
+3,613
+4% +$82.8K 0.01% 1413
2025
Q3 		$2.22M Sell
96,665
-4,097
-4% -$93.8K 0.01% 1424
2025
Q2 		$2.31M Sell
100,762
-706
-0.7% -$16.2K 0.01% 1327
2025
Q1 		$2.33M Buy
101,468
+5,530
+6% +$126K 0.01% 1249
2024
Q4 		$2.19M Buy
95,938
+8,578
+10% +$196K 0.01% 1300
2024
Q3 		$2.02M Buy
87,360
+3,248
+4% +$74.3K 0.01% 1341
2024
Q2 		$1.91M Buy
84,112
+5,104
+6% +$115K 0.01% 1308
2024
Q1 		$1.79M Buy
79,008
+213
+0.3% +$4.85K 0.01% 1339
2023
Q4 		$1.8M Buy
78,795
+2,820
+4% +$63.6K 0.01% 1265
2023
Q3 		$1.71M Sell
75,975
-30,323
-29% -$684K 0.01% 1241
2023
Q2 		$2.41M Buy
106,298
+18,164
+21% +$417K 0.01% 1062
2023
Q1 		$2.03M Buy
88,134
+36,436
+70% +$834K 0.01% 1112
2022
Q4 		$1.17M Buy
+51,698
New +$1.17M 0.01% 1408

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

Cambridge Investment Research Advisors's IBTG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 33% in Q2 2026, selling an estimated $778K and leaving 69,628 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Cambridge Investment Research Advisors first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.41M in Q2 2023. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Cambridge Investment Research Advisors held 69,628 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.59M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 33,994 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $778K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1872 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.41M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.