Hara Capital’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Hara Capital’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	–	Sell	-3,346	Closed	-$76.5K	–	317
2025 Q4	$76.5K	Hold	3,346	–	–	0.04%	159
2025 Q3	$76.8K	Hold	3,346	–	–	0.05%	156
2025 Q2	$76.7K	Hold	3,346	–	–	0.05%	177
2025 Q1	$76.8K	Hold	3,346	–	–	0.05%	165
2024 Q4	$76.3K	Sell	3,346 -2,072	-38%	-$47.3K	0.02%	203
2024 Q3	$125K	Sell	5,418 -7,242	-57%	-$166K	0.08%	147
2024 Q2	$287K	Sell	12,660 -7,103	-36%	-$160K	0.18%	108
2024 Q1	$449K	Sell	19,763 -17,685	-47%	-$402K	0.27%	87
2023 Q4	$856K	Buy	+37,448	New	+$845K	0.6%	38

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

Hara Capital's IBTG Position: Q1 2026 in Review

Hara Capital sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 3,346 shares — an estimated $76.5K sold.

Hara Capital first reported a position in IBTG in Q4 2023 and held it in 9 quarters. The position peaked at $856K in Q4 2023. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Hara Capital reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Hara Capital sold 3,346 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $76.5K.
Hara Capital first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Hara Capital's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $856K in Q4 2023.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.