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Larson Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Larson Financial Group’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 		$1.17K Hold
51
– – ﹤0.01% 3263
2026
Q1 		$1.17K Buy
+51
New +$1.17K ﹤0.01% 3110

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

Larson Financial Group's IBTG Position: Q2 2026 in Review

Larson Financial Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 51 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

Larson Financial Group first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Larson Financial Group held 51 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.17K as of Q2 2026.
  • Larson Financial Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3263 holding.
  • Larson Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Larson Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.17K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.