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

Clearstead 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
2025
Q4 		– Sell
-198
Closed -$4.56K – 2986
2025
Q3 		$4.56K Buy
+198
New +$4.53K ﹤0.01% 2189

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's IBTG Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 198 shares — an estimated $4.56K sold.

Clearstead Advisors first reported a position in IBTG in Q3 2025 and held it in 1 quarter. The position peaked at $4.56K in Q3 2025. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 198 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $4.56K.
  • Clearstead Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.56K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.