Eldridge Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Eldridge Investment Advisors’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	$2.79M	Sell	122,417 -77,884	-39%	-$1.78M	0.55%	31
2026 Q1	$4.57M	Sell	200,301 -108,652	-35%	-$2.49M	1%	28
2025 Q4	$7.07M	Buy	308,953 +67,118	+28%	+$1.54M	1.56%	19
2025 Q3	$5.53M	Buy	241,835 +47,056	+24%	+$1.08M	1.26%	24
2025 Q2	$4.45M	Buy	194,779 +2,533	+1%	+$58K	0.93%	32
2025 Q1	$4.41M	Buy	192,246 +104,558	+119%	+$2.39M	1.01%	29
2024 Q4	$2M	Buy	87,688 +48,492	+124%	+$1.11M	0.47%	50
2024 Q3	$901K	Buy	+39,196	New	+$897K	0.21%	84

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Eldridge Investment Advisors's IBTG Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 39% in Q2 2026, selling an estimated $1.78M and leaving 122,417 shares worth $2.79M. The position accounts for 0.55% of the portfolio, ranked #31.

Eldridge Investment Advisors first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.07M in Q4 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Eldridge Investment Advisors held 122,417 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.79M as of Q2 2026.
Eldridge Investment Advisors sold 77,884 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.78M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.55% of Eldridge Investment Advisors's portfolio in Q2 2026, its #31 holding.
Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Eldridge Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.07M in Q4 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.