MFG
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Monumental Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Monumental Financial Group’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
2024
Q3 		$21.3M Buy
924,753
+290,274
+46% +$6.64M 7.91% 6
2024
Q2 		$14.4M Buy
+634,479
New +$14.3M 6.27% 5

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monumental Financial Group's IBTG Position: Q3 2024 in Review

Monumental Financial Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 46% in Q3 2024, buying an estimated $6.64M and bringing the position to 924,753 shares worth $21.3M. The position accounts for 7.91% of the portfolio, ranked #6.

Monumental Financial Group first reported a position in IBTG in Q2 2024 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IBTG as of Q3 2024.

  • Monumental Financial Group held 924,753 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $21.3M as of Q3 2024.
  • Monumental Financial Group bought 290,274 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2024, an estimated $6.64M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 7.91% of Monumental Financial Group's portfolio in Q3 2024, its #6 holding.
  • Monumental Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.