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

Crestmont 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
2026
Q2 		$2.43M Buy
106,221
+12,327
+13% +$282K 0.68% 14
2026
Q1 		$2.15M Buy
+93,894
New +$2.15M 0.68% 13

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Crestmont Private Wealth's IBTG Position: Q2 2026 in Review

Crestmont Private Wealth increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 13% in Q2 2026, buying an estimated $282K and bringing the position to 106,221 shares worth $2.43M. The position accounts for 0.68% of the portfolio, ranked #14.

Crestmont Private Wealth first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Crestmont Private Wealth held 106,221 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.43M as of Q2 2026.
  • Crestmont Private Wealth bought 12,327 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $282K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.68% of Crestmont Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Crestmont Private Wealth first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.