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Centaurus Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Centaurus Financial’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 		$202K Sell
8,834
-100
-1% -$2.29K 0.01% 882
2026
Q1 		$205K Buy
8,934
+116
+1% +$2.66K 0.01% 812
2025
Q4 		$202K Buy
8,818
+894
+11% +$20.5K 0.01% 794
2025
Q3 		$182K Buy
+7,924
New +$181K 0.01% 828

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

Centaurus Financial's IBTG Position: Q2 2026 in Review

Centaurus Financial reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.1% in Q2 2026, selling an estimated $2.29K and leaving 8,834 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #882.

Centaurus Financial first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $205K in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Centaurus Financial held 8,834 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $202K as of Q2 2026.
  • Centaurus Financial sold 100 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.29K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #882 holding.
  • Centaurus Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Centaurus Financial's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $205K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.