Regions Financial Corp’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Regions Financial Corp’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 Q1	–	Sell	-28,605	Closed	-$654K	–	878
2025 Q4	$654K	Sell	28,605 -26,150	-48%	-$599K	﹤0.01%	548
2025 Q3	$1.26M	Sell	54,755 -1,909	-3%	-$43.7K	0.01%	467
2025 Q2	$1.3M	Buy	56,664 +1,909	+3%	+$43.7K	0.01%	453
2025 Q1	$1.26M	Buy	54,755 +10,950	+25%	+$250K	0.01%	436
2024 Q4	$999K	Buy	+43,805	New	+$1M	0.01%	479

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Regions Financial Corp's IBTG Position: Q1 2026 in Review

Regions Financial Corp sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 28,605 shares — an estimated $654K sold.

Regions Financial Corp first reported a position in IBTG in Q4 2024 and held it in 5 quarters. The position peaked at $1.3M in Q2 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Regions Financial Corp reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Regions Financial Corp sold 28,605 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $654K.
Regions Financial Corp first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and held it in 5 quarters.
Regions Financial Corp's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.3M in Q2 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Regions Financial Corp's 13F filing for Q1 2026, filed 5 May 2026.