Littlejohn Financial Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Littlejohn Financial Services’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	$3.09M	Sell	135,073 -3,498	-3%	-$80K	2.25%	11
2026 Q1	$3.18M	Sell	138,571 -6,282	-4%	-$144K	2.39%	8
2025 Q4	$3.31M	Buy	144,853 +10,367	+8%	+$237K	2.44%	10
2025 Q3	$3.09M	Buy	134,486 +10,666	+9%	+$244K	2.25%	10
2025 Q2	$2.84M	Buy	123,820 +4,362	+4%	+$99.8K	2.19%	12
2025 Q1	$2.74M	Buy	+119,458	New	+$2.73M	2.17%	13

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

Littlejohn Financial Services's IBTG Position: Q2 2026 in Review

Littlejohn Financial Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.5% in Q2 2026, selling an estimated $80K and leaving 135,073 shares worth $3.09M. The position accounts for 2.25% of the portfolio, ranked #11.

Littlejohn Financial Services first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.31M in Q4 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Littlejohn Financial Services held 135,073 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.09M as of Q2 2026.
Littlejohn Financial Services sold 3,498 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $80K.
iShares iBonds Dec 2026 Term Treasury ETF made up 2.25% of Littlejohn Financial Services's portfolio in Q2 2026, its #11 holding.
Littlejohn Financial Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Littlejohn Financial Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.31M in Q4 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.