IFG Advisory’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

IFG Advisory’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	$331K	Buy	+14,480	New	+$331K	0.01%	716
2026 Q1	–	Sell	-14,484	Closed	-$331K	–	585
2025 Q4	$331K	Buy	14,484 +543	+4%	+$12.4K	0.01%	611
2025 Q3	$320K	Buy	13,941 +2,728	+24%	+$62.4K	0.01%	622
2025 Q2	$257K	Buy	11,213 +68	+0.6%	+$1.56K	0.01%	648
2025 Q1	$256K	Buy	11,145 +44	+0.4%	+$1K	0.01%	603
2024 Q4	$253K	Buy	+11,101	New	+$253K	0.01%	577

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

IFG Advisory's IBTG Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 14,480 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBTG as recently as Q4 2025.

IFG Advisory first reported a position in IBTG in Q4 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

IFG Advisory held 14,480 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $331K as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new IFG Advisory position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #716 holding.
IFG Advisory first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.