Robbins Farley’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Robbins Farley’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	$20.3K	Hold	884	–	–	0.01%	100
2025 Q4	$20.2K	Sell	884 -37	-4%	-$848	0.01%	99
2025 Q3	$21.1K	Sell	921 -447	-33%	-$10.2K	0.01%	105
2025 Q2	$31.4K	Sell	1,368 -46	-3%	-$1.05K	0.01%	93
2025 Q1	$32.4K	Hold	1,414	–	–	0.02%	83
2024 Q4	$32.3K	Hold	1,414	–	–	0.02%	87
2024 Q3	$32.6K	Hold	1,414	–	–	0.02%	84
2024 Q2	$32K	Hold	1,414	–	–	0.02%	85
2024 Q1	$32.1K	Hold	1,414	–	–	0.02%	86
2023 Q4	$32.3K	Hold	1,414	–	–	0.02%	83
2023 Q3	$31.8K	Buy	1,414 +530	+60%	+$11.9K	0.02%	86
2023 Q2	$20K	Sell	884 -530	-37%	-$12.2K	0.01%	90
2023 Q1	$32.6K	Hold	1,414	–	–	0.02%	82
2022 Q4	$32.1K	Buy	+1,414	New	+$32.1K	0.02%	77

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 $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Robbins Farley's IBTG Position: Q1 2026 in Review

Robbins Farley held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 884 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #100.

Robbins Farley first reported a position in IBTG in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.6K in Q1 2023. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Robbins Farley held 884 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $20.3K as of Q1 2026.
Robbins Farley left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Robbins Farley's portfolio in Q1 2026, its #100 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Robbins Farley's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $32.6K in Q1 2023.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.