Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Commonwealth Equity Services’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 		$9.63M Sell
420,723
-52,654
-11% -$1.2M 0.01% 966
2026
Q1 		$10.8M Sell
473,377
-58,718
-11% -$1.34M 0.02% 853
2025
Q4 		$12.2M Buy
532,095
+59,788
+13% +$1.37M 0.02% 794
2025
Q3 		$10.8M Sell
472,307
-25,100
-5% -$575K 0.01% 879
2025
Q2 		$11.4M Buy
497,407
+21,323
+4% +$488K 0.02% 821
2025
Q1 		$10.9M Sell
476,084
-47,237
-9% -$1.08M 0.02% 815
2024
Q4 		$11.9M Buy
523,321
+23,368
+5% +$534K 0.02% 743
2024
Q3 		$11.5M Buy
499,953
+16,243
+3% +$372K 0.02% 757
2024
Q2 		$11M Sell
483,710
-473
-0.1% -$10.7K 0.02% 765
2024
Q1 		$11M Buy
484,183
+37,328
+8% +$849K 0.02% 741
2023
Q4 		$10.2M Buy
446,855
+94,261
+27% +$2.13M 0.02% 729
2023
Q3 		$7.92M Buy
352,594
+163,531
+86% +$3.69M 0.02% 785
2023
Q2 		$4.28M Buy
189,063
+26,155
+16% +$600K 0.01% 1127
2023
Q1 		$3.76K Buy
162,908
+86,352
+113% +$1.98M 0.01% 1166
2022
Q4 		$1.74M Buy
76,556
+11,730
+18% +$266K ﹤0.01% 1595
2022
Q3 		$1.47M Buy
+64,826
New +$1.51M ﹤0.01% 1628

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

Commonwealth Equity Services's IBTG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 11% in Q2 2026, selling an estimated $1.2M and leaving 420,723 shares worth $9.63M. The position accounts for 0.01% of the portfolio, ranked #966.

Commonwealth Equity Services first reported a position in IBTG in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Commonwealth Equity Services held 420,723 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $9.63M as of Q2 2026.
  • Commonwealth Equity Services sold 52,654 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.2M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #966 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $12.2M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.