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Merit Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Merit Financial 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 		$1.1M Sell
47,896
-972
-2% -$22.2K 0.01% 1039
2026
Q1 		$1.12M Buy
48,868
+265
+0.5% +$6.07K 0.01% 933
2025
Q4 		$1.11M Buy
48,603
+2,318
+5% +$53.1K 0.01% 898
2025
Q3 		$1.06M Buy
46,285
+2,275
+5% +$52.1K 0.01% 840
2025
Q2 		$1.01M Buy
+44,010
New +$1.01M 0.01% 784

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Merit Financial Group's IBTG Position: Q2 2026 in Review

Merit Financial Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2% in Q2 2026, selling an estimated $22.2K and leaving 47,896 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1039.

Merit Financial Group first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Merit Financial Group held 47,896 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.1M as of Q2 2026.
  • Merit Financial Group sold 972 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $22.2K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1039 holding.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.12M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.