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Savant Capital’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Savant Capital’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 		$229K Hold
9,987
– – ﹤0.01% 1659
2026
Q1 		$229K Hold
9,987
– – ﹤0.01% 1329
2025
Q4 		$228K Sell
9,987
-150
-1% -$3.44K ﹤0.01% 1219
2025
Q3 		$233K Sell
10,137
-4,884
-33% -$112K ﹤0.01% 1161
2025
Q2 		$344K Buy
+15,021
New +$344K ﹤0.01% 903

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

Savant Capital's IBTG Position: Q2 2026 in Review

Savant Capital held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 9,987 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Savant Capital first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q2 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Savant Capital held 9,987 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $229K as of Q2 2026.
  • Savant Capital left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1659 holding.
  • Savant Capital first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Savant Capital's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $344K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.