Nemes Rush Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Nemes Rush 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
2025 Q3	–	Sell	-58	Closed	-$1.32K	–	708
2025 Q2	$1.32K	Buy	58 +1	+2%	+$23	﹤0.01%	631
2025 Q1	$1.31K	Hold	57	–	–	﹤0.01%	636
2024 Q4	$1.29K	Buy	57 +9	+19%	+$206	﹤0.01%	650
2024 Q3	$1.09K	Sell	48 -8	-14%	-$183	﹤0.01%	543
2024 Q2	$1.27K	Buy	56 +8	+17%	+$181	﹤0.01%	544
2024 Q1	$1.09K	Hold	48	–	–	﹤0.01%	598
2023 Q4	$1.1K	Buy	+48	New	+$1.08K	﹤0.01%	590

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 $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nemes Rush Group's IBTG Position: Q3 2025 in Review

Nemes Rush Group sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2025, closing a stake of 58 shares — an estimated $1.32K sold.

Nemes Rush Group first reported a position in IBTG in Q4 2023 and held it in 7 quarters. The position peaked at $1.32K in Q2 2025. 293 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

Nemes Rush Group reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Nemes Rush Group sold 58 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2025, an estimated $1.32K.
Nemes Rush Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Nemes Rush Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.32K in Q2 2025.
293 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Nemes Rush Group's 13F filing for Q3 2025, filed 13 Nov 2025.