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 Q2	$11.3M	Buy	493,201 +419,741	+571%	+$9.6M	0.52%	37
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	–	1623
2022 Q4	$22.7K	Buy	+1,000	New	+$22.7K	﹤0.01%	1610

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

Money Concepts Capital's IBTG Position: Q2 2026 in Review

Money Concepts Capital increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 571% in Q2 2026, buying an estimated $9.6M and bringing the position to 493,201 shares worth $11.3M. The position accounts for 0.52% of the portfolio, ranked #37.

Money Concepts Capital first reported a position in IBTG in Q4 2022 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Money Concepts Capital held 493,201 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $11.3M as of Q2 2026.
Money Concepts Capital bought 419,741 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $9.6M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.52% of Money Concepts Capital's portfolio in Q2 2026, its #37 holding.
Money Concepts Capital first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.