SAG
IBTG icon

SageView Advisory Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

SageView Advisory 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 		$410K Buy
+17,921
New +$410K 0.01% 404
2026
Q1 		– Sell
-550
Closed -$12.6K – 1417
2025
Q4 		$12.6K Buy
+550
New +$12.6K ﹤0.01% 1628

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

SageView Advisory Group's IBTG Position: Q2 2026 in Review

SageView Advisory Group opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 17,921 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IBTG as recently as Q4 2025.

SageView Advisory Group first reported a position in IBTG in Q4 2025 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • SageView Advisory Group held 17,921 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $410K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new SageView Advisory Group position in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #404 holding.
  • SageView Advisory Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.