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Roman Butler Fullerton & Co’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Roman Butler Fullerton & Co’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
2024
Q4 		– Sell
-9,699
Closed -$222K – 247
2024
Q3 		$222K Buy
+9,699
New +$222K 0.07% 233

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Roman Butler Fullerton & Co's IBTG Position: Q4 2024 in Review

Roman Butler Fullerton & Co sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2024, closing a stake of 9,699 shares — an estimated $222K sold.

Roman Butler Fullerton & Co first reported a position in IBTG in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 247 funds tracked by Wall St. Rank hold IBTG as of Q4 2024.

  • Roman Butler Fullerton & Co reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 9,699 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2024, an estimated $222K.
  • Roman Butler Fullerton & Co first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $222K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2024, filed 30 Jan 2025.