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Hamel Associates’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Hamel Associates’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
2025
Q4 		– Sell
-11,118
Closed -$255K – 83
2025
Q3 		$255K Buy
11,118
+908
+9% +$20.8K 0.08% 70
2025
Q2 		$234K Buy
+10,210
New +$234K 0.08% 77

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamel Associates's IBTG Position: Q4 2025 in Review

Hamel Associates sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 11,118 shares — an estimated $255K sold.

Hamel Associates first reported a position in IBTG in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q3 2025. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

  • Hamel Associates reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hamel Associates sold 11,118 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $255K.
  • Hamel Associates first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Hamel Associates's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $255K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Hamel Associates's 13F filing for Q4 2025, filed 11 Feb 2026.