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Duncker Streett & Co’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Duncker Streett & Co’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 		$813K Buy
35,523
+341
+1% +$7.8K 0.14% 125
2026
Q1 		$806K Buy
35,182
+10,840
+45% +$248K 0.15% 124
2025
Q4 		$557K Hold
24,342
– – 0.1% 149
2025
Q3 		$559K Sell
24,342
-1,444
-6% -$33.1K 0.1% 149
2025
Q2 		$591K Hold
25,786
– – 0.11% 146
2025
Q1 		$592K Hold
25,786
– – 0.12% 143
2024
Q4 		$588K Buy
25,786
+8,424
+49% +$192K 0.11% 148
2024
Q3 		$400K Hold
17,362
– – 0.07% 181
2024
Q2 		$393K Buy
17,362
+1,501
+9% +$33.9K 0.08% 174
2024
Q1 		$360K Hold
15,861
– – 0.07% 181
2023
Q4 		$363K Hold
15,861
– – 0.08% 179
2023
Q3 		$356K Buy
+15,861
New +$358K 0.08% 166

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Duncker Streett & Co's IBTG Position: Q2 2026 in Review

Duncker Streett & Co increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.97% in Q2 2026, buying an estimated $7.8K and bringing the position to 35,523 shares worth $813K. The position accounts for 0.14% of the portfolio, ranked #125.

Duncker Streett & Co first reported a position in IBTG in Q3 2023 and has held it in 12 quarters since. 117 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Duncker Streett & Co held 35,523 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $813K as of Q2 2026.
  • Duncker Streett & Co bought 341 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $7.8K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.14% of Duncker Streett & Co's portfolio in Q2 2026, its #125 holding.
  • Duncker Streett & Co first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.