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 Q3	$246K	Buy	10,750 +100	+0.9%	+$2.29K	0.02%	387
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Cooper Financial Group's IBTG Position: Q3 2026 in Review

Cooper Financial Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.94% in Q3 2026, buying an estimated $2.29K and bringing the position to 10,750 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #387.

Cooper Financial Group first reported a position in IBTG in Q1 2025 and has held it in 7 quarters since. The position peaked at $292K in Q4 2025. 156 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Cooper Financial Group held 10,750 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $246K as of Q3 2026.
Cooper Financial Group bought 100 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $2.29K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #387 holding.
Cooper Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Cooper Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $292K in Q4 2025.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.