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

Cerity 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 		$1.56M Sell
68,295
-18,171
-21% -$416K ﹤0.01% 1730
2026
Q1 		$1.98M Buy
86,466
+62,376
+259% +$1.43M ﹤0.01% 1500
2025
Q4 		$551K Buy
24,090
+3,812
+19% +$87.3K ﹤0.01% 2036
2025
Q3 		$465K Hold
20,278
– – ﹤0.01% 2018
2025
Q2 		$465K Sell
20,278
-74
-0.4% -$1.69K ﹤0.01% 1906
2025
Q1 		$467K Sell
20,352
-9,660
-32% -$221K ﹤0.01% 1796
2024
Q4 		$685K Sell
30,012
-8,098
-21% -$185K ﹤0.01% 1588
2024
Q3 		$879K Buy
38,110
+19,630
+106% +$449K ﹤0.01% 1468
2024
Q2 		$419K Hold
18,480
– – ﹤0.01% 1629
2024
Q1 		$420K Sell
18,480
-5,397
-23% -$123K ﹤0.01% 1687
2023
Q4 		$546K Buy
23,877
+10,504
+79% +$237K ﹤0.01% 1237
2023
Q3 		$300K Hold
13,373
– – ﹤0.01% 1147
2023
Q2 		$303K Buy
13,373
+1,426
+12% +$32.7K ﹤0.01% 1387
2023
Q1 		$276K Buy
11,947
+2,165
+22% +$49.5K ﹤0.01% 1564
2022
Q4 		$222K Sell
9,782
-3,727
-28% -$84.6K ﹤0.01% 1282
2022
Q3 		$306K Buy
13,509
+427
+3% +$9.97K ﹤0.01% 886
2022
Q2 		$308K Buy
+13,082
New +$309K ﹤0.01% 900
2022
Q1 		– Sell
-9,782
Closed -$247K – 1014
2021
Q4 		$247K Buy
+9,782
New +$248K ﹤0.01% 856

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

Cerity Partners's IBTG Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 21% in Q2 2026, selling an estimated $416K and leaving 68,295 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Cerity Partners first reported a position in IBTG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Cerity Partners held 68,295 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.56M as of Q2 2026.
  • Cerity Partners sold 18,171 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $416K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1730 holding.
  • Cerity Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.98M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.