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

Mattson 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
2025
Q2 		– Sell
-621
Closed -$14.2K – 242
2025
Q1 		$14.2K Buy
+621
New +$14.2K ﹤0.01% 240

Other funds holding IBTG

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mattson Financial Services's IBTG Position: Q2 2025 in Review

Mattson Financial Services sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2025, closing a stake of 621 shares — an estimated $14.2K sold.

Mattson Financial Services first reported a position in IBTG in Q1 2025 and held it in 1 quarter. The position peaked at $14.2K in Q1 2025. 281 funds tracked by Wall St. Rank hold IBTG as of Q2 2025.

  • Mattson Financial Services reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 621 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2025, an estimated $14.2K.
  • Mattson Financial Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $14.2K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.