Jim Saulnier & Associates’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Jim Saulnier & Associates’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	$744K	Sell	32,503 -2,088	-6%	-$47.8K	0.3%	65
2026 Q1	$793K	Sell	34,591 -10,498	-23%	-$240K	0.39%	57
2025 Q4	$1.03M	Sell	45,089 -1,074	-2%	-$24.6K	0.53%	47
2025 Q3	$1.06M	Buy	46,163 +1,124	+2%	+$25.7K	0.59%	43
2025 Q2	$1.03M	Buy	45,039 +3,101	+7%	+$71K	0.7%	37
2025 Q1	$962K	Buy	41,938 +273	+0.7%	+$6.24K	0.75%	37
2024 Q4	$950K	Buy	41,665 +672	+2%	+$15.3K	0.82%	31
2024 Q3	$945K	Buy	+40,993	New	+$938K	0.92%	28

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

Jim Saulnier & Associates's IBTG Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6% in Q2 2026, selling an estimated $47.8K and leaving 32,503 shares worth $744K. The position accounts for 0.3% of the portfolio, ranked #65.

Jim Saulnier & Associates first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Jim Saulnier & Associates held 32,503 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $744K as of Q2 2026.
Jim Saulnier & Associates sold 2,088 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $47.8K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.3% of Jim Saulnier & Associates's portfolio in Q2 2026, its #65 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.06M in Q3 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.