Cary Street Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cary Street Partners’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	$606K	Sell	26,495 -1,120	-4%	-$25.6K	0.01%	612
2026 Q1	$633K	Hold	27,615	–	–	0.02%	545
2025 Q4	$632K	Sell	27,615 -218	-0.8%	-$4.99K	0.02%	545
2025 Q3	$639K	Sell	27,833 -879	-3%	-$20.1K	0.02%	520
2025 Q2	$658K	Buy	28,712 +1,749	+6%	+$40K	0.02%	496
2025 Q1	$619K	Hold	26,963	–	–	0.02%	488
2024 Q4	$615K	Buy	+26,963	New	+$616K	0.02%	472

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

Cary Street Partners's IBTG Position: Q2 2026 in Review

Cary Street Partners reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.1% in Q2 2026, selling an estimated $25.6K and leaving 26,495 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #612.

Cary Street Partners first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $658K in Q2 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Cary Street Partners held 26,495 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $606K as of Q2 2026.
Cary Street Partners sold 1,120 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $25.6K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #612 holding.
Cary Street Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $658K in Q2 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.