HRT Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

HRT Financial’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	–	Sell	-12,483	Closed	-$286K	–	4723
2026 Q1	$286K	Buy	+12,483	New	+$286K	﹤0.01%	2915
2025 Q2	–	Sell	-25,446	Closed	-$583K	–	3055
2025 Q1	$583K	Buy	+25,446	New	+$581K	﹤0.01%	1376
2024 Q4	–	Sell	-102,131	Closed	-$2.35M	–	2775
2024 Q3	$2.35M	Buy	+102,131	New	+$2.34M	0.01%	816

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

HRT Financial's IBTG Position: Q2 2026 in Review

HRT Financial sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 12,483 shares — an estimated $286K sold.

HRT Financial first reported a position in IBTG in Q3 2024 and held it in 3 quarters. The position peaked at $2.35M in Q3 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

HRT Financial reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
HRT Financial sold 12,483 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $286K.
HRT Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and held it in 3 quarters.
HRT Financial's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.35M in Q3 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.