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

Pineridge 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
2025
Q3 		$214K Buy
9,304
+94
+1% +$2.15K 0.06% 49
2025
Q2 		$211K Buy
9,210
+94
+1% +$2.15K 0.08% 44
2025
Q1 		$209K Buy
9,116
+60
+0.7% +$1.37K 0.08% 43
2024
Q4 		$207K Buy
9,056
+123
+1% +$2.81K 0.08% 52
2024
Q3 		$206K Buy
8,933
+92
+1% +$2.1K 0.08% 57
2024
Q2 		$200K Buy
8,841
+91
+1% +$2.05K 0.07% 60
2024
Q1 		$199K Hold
8,750
– – 0.07% 58
2023
Q4 		$200K Buy
+8,750
New +$197K 0.07% 70

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pineridge Advisors's IBTG Position: Q3 2025 in Review

Pineridge Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1% in Q3 2025, buying an estimated $2.15K and bringing the position to 9,304 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #49.

Pineridge Advisors first reported a position in IBTG in Q4 2023 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • Pineridge Advisors held 9,304 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $214K as of Q3 2025.
  • Pineridge Advisors bought 94 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2025, an estimated $2.15K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.06% of Pineridge Advisors's portfolio in Q3 2025, its #49 holding.
  • Pineridge Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.