Krilogy Financial’s iShares iBonds Dec 2056 Term Treasury ETF IBGM Stock Holding History

Krilogy Financial’s Portfolio IBGM Stock Details IBGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.8M	Buy	+1,586,275	New	+$37.8M	0.98%	22

Other funds holding IBGM

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Krilogy Financial's IBGM Position: Q3 2026 in Review

Krilogy Financial opened a new position in iShares iBonds Dec 2056 Term Treasury ETF (IBGM) in Q3 2026: 1,586,275 shares worth $35.8M. The stake represents 0.98% of the portfolio and ranks #22 among its holdings.

2 funds tracked by Wall St. Rank hold IBGM as of Q3 2026.

Krilogy Financial held 1,586,275 shares of iShares iBonds Dec 2056 Term Treasury ETF worth $35.8M as of Q3 2026.
iShares iBonds Dec 2056 Term Treasury ETF was a new Krilogy Financial position in Q3 2026.
iShares iBonds Dec 2056 Term Treasury ETF made up 0.98% of Krilogy Financial's portfolio in Q3 2026, its #22 holding.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2056 Term Treasury ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.