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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Centennial Advisors's IBTG Position: Q2 2026 in Review

Centennial Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 7.7% in Q2 2026, buying an estimated $190K and bringing the position to 115,612 shares worth $2.65M. The position accounts for 3.16% of the portfolio, ranked #7.

Centennial Advisors first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.68M in Q4 2025. 194 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Centennial Advisors held 115,612 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.65M as of Q2 2026.
  • Centennial Advisors bought 8,295 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $190K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 3.16% of Centennial Advisors's portfolio in Q2 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 3 quarters since.
  • Centennial Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.68M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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