PCIA
IBTG icon

Prime Capital Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Prime Capital Investment 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 		$395K Buy
17,266
+1,194
+7% +$27.3K ﹤0.01% 769
2026
Q1 		$368K Buy
16,072
+1,174
+8% +$26.9K ﹤0.01% 768
2025
Q4 		$341K Buy
14,898
+3,340
+29% +$76.5K ﹤0.01% 776
2025
Q3 		$265K Buy
11,558
+1,458
+14% +$33.4K ﹤0.01% 843
2025
Q2 		$232K Buy
+10,100
New +$231K ﹤0.01% 845

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 $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $80B AUM 26.12% 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
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

Prime Capital Investment Advisors's IBTG Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 7.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 17,266 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Prime Capital Investment Advisors first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Prime Capital Investment Advisors held 17,266 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $395K as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,194 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $27.3K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #769 holding.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.