Envestnet Asset Management
IBTG icon

Envestnet Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Envestnet Asset 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 		$32.3M Buy
1,411,233
+46,196
+3% +$1.06M 0.01% 1121
2026
Q1 		$31.3M Buy
1,365,037
+1,156,422
+554% +$26.5M 0.01% 1055
2025
Q4 		$4.77M Sell
208,615
-790,035
-79% -$18.1M ﹤0.01% 2203
2025
Q3 		$22.9M Sell
998,650
-129,936
-12% -$2.97M 0.01% 1181
2025
Q2 		$25.9M Buy
1,128,586
+250,224
+28% +$5.73M 0.01% 1090
2025
Q1 		$20.1M Buy
878,362
+216,611
+33% +$4.95M 0.01% 1186
2024
Q4 		$15.1M Buy
661,751
+108,220
+20% +$2.47M ﹤0.01% 1365
2024
Q3 		$12.8M Buy
553,531
+227,467
+70% +$5.21M ﹤0.01% 1459
2024
Q2 		$7.39M Buy
326,064
+173,871
+114% +$3.92M ﹤0.01% 1755
2024
Q1 		$3.46M Buy
152,193
+94,320
+163% +$2.15M ﹤0.01% 2228
2023
Q4 		$1.32M Buy
57,873
+21,294
+58% +$481K ﹤0.01% 2725
2023
Q3 		$822K Buy
36,579
+1,118
+3% +$25.2K ﹤0.01% 2946
2023
Q2 		$803K Buy
35,461
+16,675
+89% +$383K ﹤0.01% 2907
2023
Q1 		$434K Buy
+18,786
New +$430K ﹤0.01% 3238
2022
Q4 		– Sell
-8,824
Closed -$200K – 3996
2022
Q3 		$200K Buy
+8,824
New +$206K ﹤0.01% 3587

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

Envestnet Asset Management's IBTG Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.4% in Q2 2026, buying an estimated $1.06M and bringing the position to 1,411,233 shares worth $32.3M. The position accounts for 0.01% of the portfolio, ranked #1121.

Envestnet Asset Management first reported a position in IBTG in Q3 2022 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Envestnet Asset Management held 1,411,233 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $32.3M as of Q2 2026.
  • Envestnet Asset Management bought 46,196 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.06M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1121 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.