Sanctuary Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Sanctuary Advisors’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	$11.1M	Buy	485,021 +57,366	+13%	+$1.31M	0.05%	381
2026 Q1	$9.8M	Buy	427,655 +7,870	+2%	+$180K	0.05%	376
2025 Q4	$9.6M	Buy	419,785 +13,072	+3%	+$299K	0.05%	361
2025 Q3	$9.33M	Buy	406,713 +1,204	+0.3%	+$27.6K	0.05%	360
2025 Q2	$9.3M	Buy	405,509 +19,943	+5%	+$456K	0.06%	337
2025 Q1	$8.84M	Buy	385,566 +13,263	+4%	+$303K	0.06%	321
2024 Q4	$8.51M	Buy	372,303 +256,249	+221%	+$5.85M	0.05%	354
2024 Q3	$2.64M	Buy	116,054 +105,682	+1,019%	+$2.42M	0.02%	742
2024 Q2	$234K	Buy	+10,372	New	+$234K	﹤0.01%	2081

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

Sanctuary Advisors's IBTG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 13% in Q2 2026, buying an estimated $1.31M and bringing the position to 485,021 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #381.

Sanctuary Advisors first reported a position in IBTG in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Sanctuary Advisors held 485,021 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $11.1M as of Q2 2026.
Sanctuary Advisors bought 57,366 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.31M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #381 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.