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Essex Savings Bank’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Essex Savings Bank’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 		$218K Hold
9,522
– – 0.05% 296
2026
Q1 		$218K Buy
+9,522
New +$218K 0.05% 285

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

Essex Savings Bank's IBTG Position: Q2 2026 in Review

Essex Savings Bank held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 9,522 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #296.

Essex Savings Bank first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $218K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Essex Savings Bank held 9,522 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $218K as of Q2 2026.
  • Essex Savings Bank left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #296 holding.
  • Essex Savings Bank first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Essex Savings Bank's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $218K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.