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Investor's Fiduciary Advisor Network’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Investor's Fiduciary Advisor Network’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
Q1 		– Sell
-103,952
Closed -$2.38M – 285
2025
Q4 		$2.38M Buy
+103,952
New +$2.38M 0.51% 47

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Investor's Fiduciary Advisor Network's IBTG Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 103,952 shares — an estimated $2.38M sold.

Investor's Fiduciary Advisor Network first reported a position in IBTG in Q4 2025 and held it in 1 quarter. The position peaked at $2.38M in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Investor's Fiduciary Advisor Network reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 103,952 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $2.38M.
  • Investor's Fiduciary Advisor Network first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Investor's Fiduciary Advisor Network's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.38M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.