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Great Diamond Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Great Diamond Partners’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 		$1.02M Buy
44,471
+5,613
+14% +$128K 0.18% 123
2026
Q1 		$890K Buy
38,858
+20,049
+107% +$459K 0.17% 122
2025
Q4 		$430K Buy
18,809
+7,295
+63% +$167K 0.08% 167
2025
Q3 		$264K Buy
+11,514
New +$264K 0.05% 200

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Great Diamond Partners's IBTG Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 44,471 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #123.

Great Diamond Partners first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Great Diamond Partners held 44,471 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.02M as of Q2 2026.
  • Great Diamond Partners bought 5,613 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $128K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Great Diamond Partners's portfolio in Q2 2026, its #123 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.