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

Hughes Financial Services’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	$1.83M	Sell	80,018 -7,876	-9%	-$180K	0.24%	33
2026 Q1	$2.01M	Sell	87,894 -14,372	-14%	-$329K	0.31%	33
2025 Q4	$2.34M	Sell	102,266 -194	-0.2%	-$4.44K	0.37%	28
2025 Q3	$2.35M	Buy	102,460 +4,090	+4%	+$93.6K	0.37%	27
2025 Q2	$2.25M	Buy	98,370 +3,211	+3%	+$73.5K	0.39%	27
2025 Q1	$2.18M	Buy	95,159 +3,778	+4%	+$86.3K	0.43%	26
2024 Q4	$2.08M	Buy	+91,381	New	+$2.09M	0.43%	24

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

Hughes Financial Services's IBTG Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 9% in Q2 2026, selling an estimated $180K and leaving 80,018 shares worth $1.83M. The position accounts for 0.24% of the portfolio, ranked #33.

Hughes Financial Services first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q3 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Hughes Financial Services held 80,018 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.83M as of Q2 2026.
Hughes Financial Services sold 7,876 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $180K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Hughes Financial Services's portfolio in Q2 2026, its #33 holding.
Hughes Financial Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.35M in Q3 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.