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

MONECO 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	$288K	Hold	12,588	–	–	0.02%	488
2026 Q1	$288K	Hold	12,588	–	–	0.02%	411
2025 Q4	$288K	Hold	12,588	–	–	0.02%	406
2025 Q3	$289K	Hold	12,588	–	–	0.02%	403
2025 Q2	$289K	Hold	12,588	–	–	0.03%	384
2025 Q1	$289K	Buy	+12,588	New	+$288K	0.03%	367

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

MONECO Advisors's IBTG Position: Q2 2026 in Review

MONECO Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 12,588 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #488.

MONECO Advisors first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $289K in Q3 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

MONECO Advisors held 12,588 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $288K as of Q2 2026.
MONECO Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #488 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
MONECO Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $289K in Q3 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.