Financial Engines Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Financial Engines 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 Q1	$9.07M	Sell	395,704 -882	-0.2%	-$20.2K	0.02%	105
2025 Q4	$9.07M	Buy	396,586 +62,968	+19%	+$1.44M	0.02%	111
2025 Q3	$7.66M	Sell	333,618 -7,044	-2%	-$161K	0.01%	118
2025 Q2	$7.81M	Sell	340,662 -42,118	-11%	-$964K	0.02%	111
2025 Q1	$8.78M	Buy	382,780 +21,157	+6%	+$483K	0.02%	99
2024 Q4	$8.25M	Sell	361,623 -3,192	-0.9%	-$72.9K	0.02%	105
2024 Q3	$8.41M	Buy	364,815 +32,048	+10%	+$733K	0.02%	93
2024 Q2	$7.54M	Sell	332,767 -36,264	-10%	-$819K	0.02%	96
2024 Q1	$8.38M	Buy	369,031 +45,802	+14%	+$1.04M	0.02%	88
2023 Q4	$7.39M	Buy	+323,229	New	+$7.29M	0.02%	87

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Financial Engines Advisors's IBTG Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.22% in Q1 2026, selling an estimated $20.2K and leaving 395,704 shares worth $9.07M. The position accounts for 0.02% of the portfolio, ranked #105.

Financial Engines Advisors first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.07M in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Financial Engines Advisors held 395,704 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $9.07M as of Q1 2026.
Financial Engines Advisors sold 882 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $20.2K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Financial Engines Advisors's portfolio in Q1 2026, its #105 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Financial Engines Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $9.07M in Q4 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.