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

Novem 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
2026 Q2	$319K	Buy	13,944 +134	+1%	+$3.06K	0.03%	345
2026 Q1	$316K	Buy	13,810 +88	+0.6%	+$2.02K	0.04%	341
2025 Q4	$314K	Sell	13,722 -3,207	-19%	-$73.5K	0.04%	330
2025 Q3	$389K	Sell	16,929 -17,909	-51%	-$410K	0.05%	296
2025 Q2	$799K	Buy	34,838 +2,097	+6%	+$48K	0.1%	200
2025 Q1	$751K	Sell	32,741 -10,972	-25%	-$251K	0.11%	181
2024 Q4	$997K	Buy	+43,713	New	+$998K	0.15%	115

Other funds holding IBTG

HPC

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Novem Group's IBTG Position: Q2 2026 in Review

Novem Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.97% in Q2 2026, buying an estimated $3.06K and bringing the position to 13,944 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #345.

Novem Group first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $997K in Q4 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Novem Group held 13,944 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $319K as of Q2 2026.
Novem Group bought 134 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $3.06K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #345 holding.
Novem Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $997K in Q4 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.