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

LPL Financial’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	$57.3M	Buy	2,504,018 +109,145	+5%	+$2.5M	0.01%	941
2026 Q1	$54.9M	Buy	2,394,873 +145,020	+6%	+$3.32M	0.01%	869
2025 Q4	$51.5M	Buy	2,249,853 +750,932	+50%	+$17.2M	0.01%	859
2025 Q3	$34.4M	Buy	1,498,921 +293,029	+24%	+$6.71M	0.01%	1028
2025 Q2	$27.7M	Buy	1,205,892 +121,503	+11%	+$2.78M	0.01%	1057
2025 Q1	$24.9M	Buy	1,084,389 +178,418	+20%	+$4.08M	0.01%	1022
2024 Q4	$20.7M	Buy	905,971 +215,954	+31%	+$4.93M	0.01%	1068
2024 Q3	$15.9M	Buy	690,017 +115,417	+20%	+$2.64M	0.01%	1165
2024 Q2	$13M	Buy	574,600 +10,208	+2%	+$230K	0.01%	1200
2024 Q1	$12.8M	Buy	564,392 +125,233	+29%	+$2.85M	0.01%	1166
2023 Q4	$10M	Buy	439,159 +289,182	+193%	+$6.53M	0.01%	1247
2023 Q3	$3.37M	Buy	149,977 +38,389	+34%	+$865K	﹤0.01%	1862
2023 Q2	$2.53M	Buy	111,588 +24,897	+29%	+$572K	﹤0.01%	2048
2023 Q1	$2M	Buy	86,691 +51,993	+150%	+$1.19M	﹤0.01%	2135
2022 Q4	$788K	Buy	+34,698	New	+$787K	﹤0.01%	2833

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

LPL Financial's IBTG Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.6% in Q2 2026, buying an estimated $2.5M and bringing the position to 2,504,018 shares worth $57.3M. The position accounts for 0.01% of the portfolio, ranked #941.

LPL Financial first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

LPL Financial held 2,504,018 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $57.3M as of Q2 2026.
LPL Financial bought 109,145 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.5M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #941 holding.
LPL Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.