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Northwest Investment Counselors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$31.3K Buy
+1,359
New +$31.1K 0.01% 291

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Investment Counselors's IBTG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2024: 1,359 shares worth $31.3K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings.

211 funds tracked by Wall St. Rank hold IBTG as of Q3 2024.

  • Northwest Investment Counselors held 1,359 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $31.3K as of Q3 2024.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Northwest Investment Counselors position in Q3 2024.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #291 holding.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.