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

McGuire 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
2026
Q2 		– Sell
-382,176
Closed -$8.76M – 140
2026
Q1 		$8.76M Sell
382,176
-8,630
-2% -$198K 0.99% 39
2025
Q4 		$8.94M Buy
390,806
+39,918
+11% +$914K 0.96% 38
2025
Q3 		$8.05M Buy
350,888
+32,702
+10% +$749K 0.91% 40
2025
Q2 		$7.3M Buy
+318,186
New +$7.28M 0.93% 35

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

McGuire Investment Group's IBTG Position: Q2 2026 in Review

McGuire Investment Group sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 382,176 shares — an estimated $8.76M sold.

McGuire Investment Group first reported a position in IBTG in Q2 2025 and held it in 4 quarters. The position peaked at $8.94M in Q4 2025. 196 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • McGuire Investment Group reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • McGuire Investment Group sold 382,176 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $8.76M.
  • McGuire Investment Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and held it in 4 quarters.
  • McGuire Investment Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $8.94M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.