Cooper Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cooper Financial Group’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	$244K	Buy	10,650 +16	+0.2%	+$366	0.02%	389
2026 Q1	$244K	Sell	10,634 -2,118	-17%	-$48.5K	0.02%	367
2025 Q4	$292K	Buy	12,752 +138	+1%	+$3.16K	0.03%	301
2025 Q3	$289K	Buy	12,614 +106	+0.8%	+$2.43K	0.03%	302
2025 Q2	$287K	Buy	12,508 +106	+0.9%	+$2.42K	0.03%	308
2025 Q1	$285K	Buy	+12,402	New	+$283K	0.04%	315

Other funds holding IBTG

HPC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Cooper Financial Group's IBTG Position: Q2 2026 in Review

Cooper Financial Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.15% in Q2 2026, buying an estimated $366 and bringing the position to 10,650 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #389.

Cooper Financial Group first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $292K in Q4 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Cooper Financial Group held 10,650 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $244K as of Q2 2026.
Cooper Financial Group bought 16 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $366.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #389 holding.
Cooper Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Cooper Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $292K in Q4 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.