Conrad Siegel Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Conrad Siegel Investment 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	$608K	Sell	26,555 -97	-0.4%	-$2.22K	0.1%	43
2026 Q1	$611K	Buy	26,652 +227	+0.9%	+$5.2K	0.11%	41
2025 Q4	$604K	Buy	26,425 +5,063	+24%	+$116K	0.11%	36
2025 Q3	$490K	Buy	21,362 +202	+1%	+$4.62K	0.1%	37
2025 Q2	$485K	Sell	21,160 -14,355	-40%	-$328K	0.11%	37
2025 Q1	$815K	Buy	35,515 +997	+3%	+$22.8K	0.21%	30
2024 Q4	$787K	Buy	34,518 +1,636	+5%	+$37.4K	0.21%	28
2024 Q3	$758K	Buy	32,882 +9,800	+42%	+$224K	0.2%	28
2024 Q2	$523K	Buy	23,082 +440	+2%	+$9.93K	0.15%	32
2024 Q1	$514K	Buy	+22,642	New	+$515K	0.15%	30
2023 Q2	–	Sell	-13,491	Closed	-$311K	–	28
2023 Q1	$311K	Buy	13,491 +76	+0.6%	+$1.74K	0.28%	28
2022 Q4	$305K	Buy	+13,415	New	+$304K	0.3%	26

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBTG Position: Q2 2026 in Review

Conrad Siegel Investment Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.36% in Q2 2026, selling an estimated $2.22K and leaving 26,555 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #43.

Conrad Siegel Investment Advisors first reported a position in IBTG in Q4 2022 and has held it in 12 quarters since. The position peaked at $815K in Q1 2025. 50 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Conrad Siegel Investment Advisors held 26,555 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $608K as of Q2 2026.
Conrad Siegel Investment Advisors sold 97 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.22K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.1% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #43 holding.
Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 12 quarters since.
Conrad Siegel Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $815K in Q1 2025.
50 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.