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Kastel Capital Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Kastel Capital Advisors’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 		$250K Sell
10,899
-6,373
-37% -$146K 0.16% 54
2026
Q1 		$395K Hold
17,272
– – 0.24% 42
2025
Q4 		$395K Buy
+17,272
New +$396K 0.24% 42

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

Kastel Capital Advisors's IBTG Position: Q2 2026 in Review

Kastel Capital Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 37% in Q2 2026, selling an estimated $146K and leaving 10,899 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #54.

Kastel Capital Advisors first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $395K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Kastel Capital Advisors held 10,899 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $250K as of Q2 2026.
  • Kastel Capital Advisors sold 6,373 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $146K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.16% of Kastel Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Kastel Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Kastel Capital Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $395K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.