MKT Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

MKT Advisors’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	$18.5M	Buy	809,577 +31,926	+4%	+$730K	5.75%	7
2026 Q1	$17.8M	Buy	777,651 +22,335	+3%	+$511K	5.96%	6
2025 Q4	$17.3M	Buy	755,316 +199,284	+36%	+$4.56M	5.9%	5
2025 Q3	$12.7M	Buy	556,032 +5,662	+1%	+$130K	4.74%	5
2025 Q2	$12.6M	Buy	550,370 +16,794	+3%	+$384K	4.98%	4
2025 Q1	$12.2M	Buy	533,576 +22,878	+4%	+$523K	5.73%	4
2024 Q4	$11.7M	Buy	510,698 +111,933	+28%	+$2.56M	5.08%	5
2024 Q3	$9.17M	Buy	398,765 +38,997	+11%	+$892K	4.3%	5
2024 Q2	$8.15M	Buy	359,768 +76,379	+27%	+$1.72M	4.05%	5
2024 Q1	$6.37M	Buy	283,389 +188,554	+199%	+$4.29M	3.49%	6
2023 Q4	$2.16M	Buy	94,835 +57,045	+151%	+$1.29M	1.43%	8
2023 Q3	$845K	Buy	37,790 +25,529	+208%	+$575K	0.64%	27
2023 Q2	$277K	Buy	+12,261	New	+$281K	0.2%	102

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

MKT Advisors's IBTG Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.1% in Q2 2026, buying an estimated $730K and bringing the position to 809,577 shares worth $18.5M. The position accounts for 5.75% of the portfolio, ranked #7.

MKT Advisors first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

MKT Advisors held 809,577 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $18.5M as of Q2 2026.
MKT Advisors bought 31,926 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $730K.
iShares iBonds Dec 2026 Term Treasury ETF made up 5.75% of MKT Advisors's portfolio in Q2 2026, its #7 holding.
MKT Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.