MLP3 LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

MLP3 LLC’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	$286K	Buy	+12,495	New	+$286K	0.32%	67

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MLP3 LLC's IBTG Position: Q1 2026 in Review

MLP3 LLC opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026: 12,495 shares worth $286K. The stake represents 0.32% of the portfolio and ranks #67 among its holdings.

323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

MLP3 LLC held 12,495 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $286K as of Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new MLP3 LLC position in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.32% of MLP3 LLC's portfolio in Q1 2026, its #67 holding.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.