KA
IBTG icon

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

Kovack 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
Q1 		$426K Hold
18,599
– – 0.02% 639
2025
Q4 		$425K Buy
+18,599
New +$426K 0.02% 645

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

Kovack Advisors's IBTG Position: Q1 2026 in Review

Kovack Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 18,599 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #639.

Kovack Advisors first reported a position in IBTG in Q4 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Kovack Advisors held 18,599 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $426K as of Q1 2026.
  • Kovack Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #639 holding.
  • Kovack Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.