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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
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

McLean Asset Management's IBTG Position: Q1 2026 in Review

McLean Asset Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 12,019 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #140.

McLean Asset Management first reported a position in IBTG in Q3 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • McLean Asset Management held 12,019 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $275K as of Q1 2026.
  • McLean Asset Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of McLean Asset Management's portfolio in Q1 2026, its #140 holding.
  • McLean Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.