R.M. Davis Inc’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

R.M. Davis Inc’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	$251K	Buy	+10,969	New	+$251K	﹤0.01%	261

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

R.M. Davis Inc's IBTG Position: Q2 2026 in Review

R.M. Davis Inc opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 10,969 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings.

317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

R.M. Davis Inc held 10,969 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $251K as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new R.M. Davis Inc position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #261 holding.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.