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

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 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. 319 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.
319 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.