Equitable Holdings’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Equitable Holdings’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	$1.98M	Buy	86,586 +3,555	+4%	+$81.3K	0.01%	745
2026 Q1	$1.9M	Buy	83,031 +4,791	+6%	+$110K	0.01%	747
2025 Q4	$1.79M	Buy	78,240 +38,257	+96%	+$876K	0.01%	673
2025 Q3	$918K	Sell	39,983 -10,870	-21%	-$249K	0.01%	855
2025 Q2	$1.17M	Sell	50,853 -7,007	-12%	-$160K	0.01%	754
2025 Q1	$1.33M	Buy	57,860 +4,287	+8%	+$97.9K	0.01%	629
2024 Q4	$1.22M	Buy	53,573 +29,263	+120%	+$668K	0.01%	619
2024 Q3	$561K	Sell	24,310 -1,898	-7%	-$43.4K	0.01%	830
2024 Q2	$594K	Buy	26,208 +4,435	+20%	+$100K	0.01%	785
2024 Q1	$494K	Buy	21,773 +3,908	+22%	+$88.9K	0.01%	810
2023 Q4	$408K	Buy	+17,865	New	+$403K	0.01%	839

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Equitable Holdings's IBTG Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.3% in Q2 2026, buying an estimated $81.3K and bringing the position to 86,586 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #745.

Equitable Holdings first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Equitable Holdings held 86,586 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.98M as of Q2 2026.
Equitable Holdings bought 3,555 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $81.3K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #745 holding.
Equitable Holdings first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.