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Lokken Investment Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Lokken Investment 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
2025
Q3 		$209K Hold
9,109
– – 0.07% 143
2025
Q2 		$209K Buy
+9,109
New +$208K 0.08% 131

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 $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lokken Investment Group's IBTG Position: Q3 2025 in Review

Lokken Investment Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2025 at 9,109 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #143.

Lokken Investment Group first reported a position in IBTG in Q2 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • Lokken Investment Group held 9,109 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $209K as of Q3 2025.
  • Lokken Investment Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.07% of Lokken Investment Group's portfolio in Q3 2025, its #143 holding.
  • Lokken Investment Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.