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Eight 31 Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Eight 31 Financial’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
-267,196
Closed -$6.13M – 78
2025
Q2 		$6.13M Buy
267,196
+6,428
+2% +$147K 4.05% 11
2025
Q1 		$5.98M Buy
+260,768
New +$5.96M 3.83% 10

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 $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $530B AUM 22.01% 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 $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eight 31 Financial's IBTG Position: Q3 2025 in Review

Eight 31 Financial sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2025, closing a stake of 267,196 shares — an estimated $6.13M sold.

Eight 31 Financial first reported a position in IBTG in Q1 2025 and held it in 2 quarters. The position peaked at $6.13M in Q2 2025. 292 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • Eight 31 Financial reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Eight 31 Financial sold 267,196 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2025, an estimated $6.13M.
  • Eight 31 Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Eight 31 Financial's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $6.13M in Q2 2025.
  • 292 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Eight 31 Financial's 13F filing for Q3 2025, filed 13 Nov 2025.