Money Concepts Capital’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Money Concepts Capital’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	$1.68M	Buy	73,460 +11,493	+19%	+$263K	0.09%	207
2025 Q4	$1.42M	Buy	61,967 +15,781	+34%	+$361K	0.08%	221
2025 Q3	$1.06M	Buy	46,186 +20,715	+81%	+$474K	0.07%	243
2025 Q2	$584K	Buy	25,471 +12,739	+100%	+$291K	0.04%	286
2025 Q1	$292K	Hold	12,732	–	–	0.02%	359
2024 Q4	$290K	Sell	12,732 -44	-0.3%	-$1K	0.02%	350
2024 Q3	$295K	Buy	12,776 +73	+0.6%	+$1.67K	0.02%	350
2024 Q2	$288K	Buy	12,703 +3,300	+35%	+$74.5K	0.02%	331
2024 Q1	$214K	Buy	+9,403	New	+$214K	0.02%	372
2023 Q1	–	Sell	-1,000	Closed	-$22.7K	–	1624
2022 Q4	$22.7K	Buy	+1,000	New	+$22.7K	﹤0.01%	1610

Other funds holding IBTG

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return