DCM
IBTG icon

Dudley Capital Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Dudley Capital Management’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 		$328K Sell
14,350
-1,875
-12% -$42.9K 0.13% 114
2026
Q1 		$372K Buy
16,225
+7,100
+78% +$163K 0.16% 94
2025
Q4 		$209K Buy
+9,125
New +$209K 0.09% 124

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Dudley Capital Management's IBTG Position: Q2 2026 in Review

Dudley Capital Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 12% in Q2 2026, selling an estimated $42.9K and leaving 14,350 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #114.

Dudley Capital Management first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 143 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Dudley Capital Management held 14,350 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $328K as of Q2 2026.
  • Dudley Capital Management sold 1,875 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $42.9K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.13% of Dudley Capital Management's portfolio in Q2 2026, its #114 holding.
  • Dudley Capital Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Dudley Capital Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $372K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.