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 Q2	$440K	Sell	19,243 -4,323	-18%	-$98.9K	0.01%	1169
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Harbour Investments's IBTG Position: Q2 2026 in Review

Harbour Investments reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 18% in Q2 2026, selling an estimated $98.9K and leaving 19,243 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #1169.

Harbour Investments first reported a position in IBTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $540K in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Harbour Investments held 19,243 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $440K as of Q2 2026.
Harbour Investments sold 4,323 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $98.9K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1169 holding.
Harbour Investments first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Harbour Investments's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $540K in Q1 2026.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.