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 Q3	$274K	Hold	12,019	–	–	0.04%	149
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

McLean Asset Management's IBTG Position: Q3 2026 in Review

McLean Asset Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2026 at 12,019 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #149.

McLean Asset Management first reported a position in IBTG in Q3 2025 and has held it in 5 quarters since. The position peaked at $275K in Q1 2026. 199 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

McLean Asset Management held 12,019 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $274K as of Q3 2026.
McLean Asset Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of McLean Asset Management's portfolio in Q3 2026, its #149 holding.
McLean Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
McLean Asset Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $275K in Q1 2026.
199 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.