National Bank of Canada’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

National Bank of Canada’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	$98K	Buy	4,278 +809	+23%	+$18.5K	﹤0.01%	1796
2025 Q4	$79.3K	Sell	3,469 -7,578	-69%	-$174K	﹤0.01%	1839
2025 Q3	$253K	Buy	11,047 +3,288	+42%	+$75.3K	﹤0.01%	1490
2025 Q2	$178K	Buy	7,759 +149	+2%	+$3.41K	﹤0.01%	1640
2025 Q1	$174K	Sell	7,610 -70	-0.9%	-$1.6K	﹤0.01%	1555
2024 Q4	$175K	Buy	7,680 +812	+12%	+$18.5K	﹤0.01%	1641
2024 Q3	$158K	Sell	6,868 -114	-2%	-$2.61K	﹤0.01%	1433
2024 Q2	$157K	Buy	+6,982	New	+$158K	﹤0.01%	1385

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

CIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

National Bank of Canada's IBTG Position: Q1 2026 in Review

National Bank of Canada increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 23% in Q1 2026, buying an estimated $18.5K and bringing the position to 4,278 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

National Bank of Canada first reported a position in IBTG in Q2 2024 and has held it in 8 quarters since. The position peaked at $253K in Q3 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

National Bank of Canada held 4,278 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $98K as of Q1 2026.
National Bank of Canada bought 809 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $18.5K.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1796 holding.
National Bank of Canada first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
National Bank of Canada's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $253K in Q3 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.