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

Private Advisor 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 		$2.63M Sell
114,858
-18,198
-14% -$416K 0.01% 889
2026
Q1 		$3.05M Sell
133,056
-42,067
-24% -$963K 0.01% 848
2025
Q4 		$4.01M Buy
175,123
+4,253
+2% +$97.4K 0.02% 715
2025
Q3 		$3.92M Buy
170,870
+2,338
+1% +$53.5K 0.02% 719
2025
Q2 		$3.86M Buy
168,532
+140,606
+503% +$3.22M 0.02% 676
2025
Q1 		$641K Sell
27,926
-13,584
-33% -$310K ﹤0.01% 1483
2024
Q4 		$947K Buy
41,510
+14,070
+51% +$321K 0.01% 1254
2024
Q3 		$633K Buy
27,440
+32
+0.1% +$732 ﹤0.01% 1484
2024
Q2 		$621K Sell
27,408
-1,526
-5% -$34.4K ﹤0.01% 1455
2024
Q1 		$657K Buy
28,934
+10,795
+60% +$246K ﹤0.01% 1367
2023
Q4 		$415K Buy
+18,139
New +$409K ﹤0.01% 1583

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
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 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

Private Advisor Group's IBTG Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 14% in Q2 2026, selling an estimated $416K and leaving 114,858 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #889.

Private Advisor Group first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.01M in Q4 2025. 132 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Private Advisor Group held 114,858 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.63M as of Q2 2026.
  • Private Advisor Group sold 18,198 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $416K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #889 holding.
  • Private Advisor Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Private Advisor Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.01M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.