MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

MML Investors Services’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 		$4.58M Buy
200,009
+32,420
+19% +$742K 0.01% 1045
2026
Q1 		$3.84M Sell
167,589
-24,031
-13% -$550K 0.01% 951
2025
Q4 		$4.38M Buy
191,620
+12,908
+7% +$296K 0.01% 932
2025
Q3 		$4.1M Buy
178,712
+2,455
+1% +$56.2K 0.01% 913
2025
Q2 		$4.04M Buy
176,257
+8,761
+5% +$200K 0.01% 889
2025
Q1 		$3.84M Buy
167,496
+20,576
+14% +$470K 0.01% 854
2024
Q4 		$3.35M Buy
146,920
+6,556
+5% +$150K 0.01% 874
2024
Q3 		$3.24M Buy
140,364
+25,849
+23% +$592K 0.01% 873
2024
Q2 		$2.59M Buy
114,515
+30,135
+36% +$680K 0.01% 922
2024
Q1 		$1.92M Buy
84,380
+74,941
+794% +$1.71M 0.01% 1063
2023
Q4 		$216K Buy
+9,439
New +$213K ﹤0.01% 2272

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

MML Investors Services's IBTG Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 19% in Q2 2026, buying an estimated $742K and bringing the position to 200,009 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #1045.

MML Investors Services first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • MML Investors Services held 200,009 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.58M as of Q2 2026.
  • MML Investors Services bought 32,420 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $742K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1045 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.