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Mraz Amerine & Associates’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Mraz Amerine & Associates’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 		$575K Sell
25,125
-1,860
-7% -$42.5K 0.08% 111
2026
Q1 		$618K Buy
+26,985
New +$618K 0.09% 108

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Mraz Amerine & Associates's IBTG Position: Q2 2026 in Review

Mraz Amerine & Associates reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.9% in Q2 2026, selling an estimated $42.5K and leaving 25,125 shares worth $575K. The position accounts for 0.08% of the portfolio, ranked #111.

Mraz Amerine & Associates first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $618K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Mraz Amerine & Associates held 25,125 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $575K as of Q2 2026.
  • Mraz Amerine & Associates sold 1,860 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $42.5K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.08% of Mraz Amerine & Associates's portfolio in Q2 2026, its #111 holding.
  • Mraz Amerine & Associates first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Mraz Amerine & Associates's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $618K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.