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NorthAvenue LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

NorthAvenue LLC’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 		$72.1K Buy
3,151
+1,053
+50% +$24.1K 0.05% 58
2026
Q1 		$48.1K Buy
2,098
+717
+52% +$16.4K 0.04% 65
2025
Q4 		$31.6K Buy
+1,381
New +$31.6K 0.03% 83

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

NorthAvenue LLC's IBTG Position: Q2 2026 in Review

NorthAvenue LLC increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 50% in Q2 2026, buying an estimated $24.1K and bringing the position to 3,151 shares worth $72.1K. The position accounts for 0.05% of the portfolio, ranked #58.

NorthAvenue LLC first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • NorthAvenue LLC held 3,151 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $72.1K as of Q2 2026.
  • NorthAvenue LLC bought 1,053 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $24.1K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of NorthAvenue LLC's portfolio in Q2 2026, its #58 holding.
  • NorthAvenue LLC first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.