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NewEdge Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

NewEdge Advisors’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 		$61.8M Buy
2,698,260
+769,379
+40% +$17.6M 0.18% 105
2026
Q1 		$44.2M Buy
1,928,881
+110,974
+6% +$2.54M 0.16% 129
2025
Q4 		$41.6M Sell
1,817,907
-86,498
-5% -$1.98M 0.15% 135
2025
Q3 		$43.7M Buy
1,904,405
+123,656
+7% +$2.83M 0.2% 100
2025
Q2 		$40.8M Sell
1,780,749
-69,853
-4% -$1.6M 0.21% 99
2025
Q1 		$42.5M Sell
1,850,602
-167,656
-8% -$3.83M 0.25% 89
2024
Q4 		$46M Buy
2,018,258
+588,149
+41% +$13.4M 0.28% 67
2024
Q3 		$33M Sell
1,430,109
-77,465
-5% -$1.77M 0.21% 105
2024
Q2 		$34.2M Sell
1,507,574
-53,445
-3% -$1.21M 0.25% 89
2024
Q1 		$35.5M Buy
1,561,019
+317,959
+26% +$7.24M 0.31% 71
2023
Q4 		$28.4M Buy
1,243,060
+781,928
+170% +$17.6M 0.27% 87
2023
Q3 		$10.4M Buy
461,132
+90,457
+24% +$2.04M 0.11% 179
2023
Q2 		$8.4M Sell
370,675
-6,896
-2% -$158K 0.09% 217
2023
Q1 		$8.71M Buy
377,571
+60,428
+19% +$1.38M 0.11% 193
2022
Q4 		$7.2K Buy
+317,143
New +$7.2M ﹤0.01% 2466

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
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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

NewEdge Advisors's IBTG Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 40% in Q2 2026, buying an estimated $17.6M and bringing the position to 2,698,260 shares worth $61.8M. The position accounts for 0.18% of the portfolio, ranked #105.

NewEdge Advisors first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • NewEdge Advisors held 2,698,260 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $61.8M as of Q2 2026.
  • NewEdge Advisors bought 769,379 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $17.6M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of NewEdge Advisors's portfolio in Q2 2026, its #105 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.