GI
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Gradient Investments’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Gradient Investments’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
Q3 		$5.8M Buy
253,328
+112,212
+80% +$2.57M 0.08% 191
2026
Q2 		$3.23M Sell
141,116
-7,278
-5% -$166K 0.04% 223
2026
Q1 		$3.4M Sell
148,394
-22,627
-13% -$518K 0.05% 216
2025
Q4 		$3.91M Sell
171,021
-9,729
-5% -$223K 0.06% 173
2025
Q3 		$4.15M Sell
180,750
-19,776
-10% -$453K 0.07% 167
2025
Q2 		$4.6M Buy
200,526
+7,268
+4% +$166K 0.08% 165
2025
Q1 		$4.43M Sell
193,258
-24,635
-11% -$563K 0.09% 157
2024
Q4 		$4.97M Buy
217,893
+159,772
+275% +$3.65M 0.1% 150
2024
Q3 		$1.34M Sell
58,121
-6,918
-11% -$158K 0.03% 173
2024
Q2 		$1.47M Sell
65,039
-10,895
-14% -$246K 0.03% 175
2024
Q1 		$1.72M Sell
75,934
-245
-0.3% -$5.58K 0.04% 171
2023
Q4 		$1.74M Buy
76,179
+71,246
+1,444% +$1.61M 0.04% 174
2023
Q3 		$111K Buy
4,933
+900
+22% +$20.3K ﹤0.01% 375
2023
Q2 		$91.3K Sell
4,033
-139
-3% -$3.19K ﹤0.01% 419
2023
Q1 		$96.3K Buy
4,172
+1,972
+90% +$45.1K ﹤0.01% 381
2022
Q4 		$50K Buy
2,200
+540
+33% +$12.3K ﹤0.01% 504
2022
Q3 		$38K Sell
1,660
-407
-20% -$9.5K ﹤0.01% 523
2022
Q2 		$49K Buy
+2,067
New +$48.8K ﹤0.01% 480

Other funds holding IBTG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Gradient Investments's IBTG Position: Q3 2026 in Review

Gradient Investments increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 80% in Q3 2026, buying an estimated $2.57M and bringing the position to 253,328 shares worth $5.8M. The position accounts for 0.08% of the portfolio, ranked #191.

Gradient Investments first reported a position in IBTG in Q2 2022 and has held it in 18 quarters since. 11 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Gradient Investments held 253,328 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $5.8M as of Q3 2026.
  • Gradient Investments bought 112,212 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $2.57M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.08% of Gradient Investments's portfolio in Q3 2026, its #191 holding.
  • Gradient Investments first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and has held it in 18 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.