McLean Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

McLean Asset Management’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	$275K	Hold	12,019	–	–	0.04%	145
2026 Q1	$275K	Hold	12,019	–	–	0.05%	140
2025 Q4	$275K	Hold	12,019	–	–	0.05%	138
2025 Q3	$275K	Buy	+12,019	New	+$275K	0.06%	139

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

McLean Asset Management's IBTG Position: Q2 2026 in Review

McLean Asset Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 12,019 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #145.

McLean Asset Management first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

McLean Asset Management held 12,019 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $275K as of Q2 2026.
McLean Asset Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of McLean Asset Management's portfolio in Q2 2026, its #145 holding.
McLean Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
McLean Asset Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $275K in Q1 2026.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.