Corient Private Wealth
IBTG icon

Corient Private Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Corient Private Wealth’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
Q3 		– Sell
-8,871
Closed -$203K – 2617
2025
Q2 		$203K Sell
8,871
-6,977
-44% -$160K ﹤0.01% 2229
2025
Q1 		$364K Buy
+15,848
New +$362K ﹤0.01% 1757

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corient Private Wealth's IBTG Position: Q3 2025 in Review

Corient Private Wealth sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2025, closing a stake of 8,871 shares — an estimated $203K sold.

Corient Private Wealth first reported a position in IBTG in Q1 2025 and held it in 2 quarters. The position peaked at $364K in Q1 2025. 293 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • Corient Private Wealth reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 8,871 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2025, an estimated $203K.
  • Corient Private Wealth first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Corient Private Wealth's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $364K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.