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

Harbour 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
Q1 		$540K Buy
23,566
+2,334
+11% +$53.4K 0.01% 1017
2025
Q4 		$486K Sell
21,232
-1,435
-6% -$32.9K 0.01% 862
2025
Q3 		$520K Buy
22,667
+3,858
+21% +$88.3K 0.01% 809
2025
Q2 		$431K Buy
18,809
+1,544
+9% +$35.3K 0.01% 827
2025
Q1 		$396K Buy
17,265
+14,213
+466% +$325K 0.01% 808
2024
Q4 		$69.6K Buy
3,052
+1,264
+71% +$28.9K ﹤0.01% 1555
2024
Q3 		$41.2K Buy
1,788
+1,213
+211% +$27.8K ﹤0.01% 1758
2024
Q2 		$13K Buy
+575
New +$13K ﹤0.01% 2151

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 $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
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

Harbour Investments's IBTG Position: Q1 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 11% in Q1 2026, buying an estimated $53.4K and bringing the position to 23,566 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #1017.

Harbour Investments first reported a position in IBTG in Q2 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Harbour Investments held 23,566 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $540K as of Q1 2026.
  • Harbour Investments bought 2,334 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $53.4K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1017 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.