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

CoreCap 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
Q1 		– Sell
-2,788
Closed -$63.6K – 3218
2024
Q4 		$63.6K Buy
+2,788
New +$63.7K ﹤0.01% 1082

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 $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CoreCap Advisors's IBTG Position: Q1 2025 in Review

CoreCap Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2025, closing a stake of 2,788 shares — an estimated $63.6K sold.

CoreCap Advisors first reported a position in IBTG in Q4 2024 and held it in 1 quarter. The position peaked at $63.6K in Q4 2024. 264 funds tracked by Wall St. Rank hold IBTG as of Q1 2025.

  • CoreCap Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 2,788 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2025, an estimated $63.6K.
  • CoreCap Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • CoreCap Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $63.6K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.