McIlrath & Eck’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

McIlrath & Eck’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 Q1	$44K	Buy	+1,922	New	+$44K	﹤0.01%	579

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

McIlrath & Eck's IBTG Position: Q1 2026 in Review

McIlrath & Eck opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026: 1,922 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings.

323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

McIlrath & Eck held 1,922 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $44K as of Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new McIlrath & Eck position in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #579 holding.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.