Centennial Advisors
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Centennial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Centennial 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
Q3 		$2.62M Sell
114,494
-1,118
-1% -$25.6K 3.13% 7
2026
Q2 		$2.65M Buy
115,612
+8,295
+8% +$190K 3.16% 7
2026
Q1 		$2.46M Sell
107,317
-9,934
-8% -$227K 3.13% 5
2025
Q4 		$2.68M Buy
+117,251
New +$2.69M 3.48% 5

Other funds holding IBTG

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Centennial Advisors's IBTG Position: Q3 2026 in Review

Centennial Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.97% in Q3 2026, selling an estimated $25.6K and leaving 114,494 shares worth $2.62M. The position accounts for 3.13% of the portfolio, ranked #7.

Centennial Advisors first reported a position in IBTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2025. 176 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Centennial Advisors held 114,494 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.62M as of Q3 2026.
  • Centennial Advisors sold 1,118 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $25.6K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 3.13% of Centennial Advisors's portfolio in Q3 2026, its #7 holding.
  • Centennial Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Centennial Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.68M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.