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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
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

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

Gradient Investments's IBTG Position: Q2 2026 in Review

Gradient Investments reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.9% in Q2 2026, selling an estimated $166K and leaving 141,116 shares worth $3.23M. The position accounts for 0.04% of the portfolio, ranked #223.

Gradient Investments first reported a position in IBTG in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.97M in Q4 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Gradient Investments held 141,116 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.23M as of Q2 2026.
  • Gradient Investments sold 7,278 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $166K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #223 holding.
  • Gradient Investments first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Gradient Investments's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.97M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.