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

Independent Financial Group’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 		$377K Hold
16,466
– – 0.01% 1114
2026
Q1 		$377K Sell
16,466
-47
-0.3% -$1.08K 0.01% 1059
2025
Q4 		$378K Buy
16,513
+7,122
+76% +$163K 0.01% 1039
2025
Q3 		$216K Buy
9,391
+591
+7% +$13.5K 0.01% 1253
2025
Q2 		$202K Buy
+8,800
New +$201K 0.01% 1228

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Independent Financial Group's IBTG Position: Q2 2026 in Review

Independent Financial Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 16,466 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #1114.

Independent Financial Group first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $378K in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Independent Financial Group held 16,466 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $377K as of Q2 2026.
  • Independent Financial Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1114 holding.
  • Independent Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $378K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.