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Sawyer Falduto Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Sawyer Falduto Asset Management’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 		$4.51K Hold
197
– – ﹤0.01% 228
2026
Q1 		$4.51K Hold
197
– – ﹤0.01% 224
2025
Q4 		$4.51K Buy
+197
New +$4.51K ﹤0.01% 220

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

Sawyer Falduto Asset Management's IBTG Position: Q2 2026 in Review

Sawyer Falduto Asset Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 197 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Sawyer Falduto Asset Management first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.51K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Sawyer Falduto Asset Management held 197 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.51K as of Q2 2026.
  • Sawyer Falduto Asset Management 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 Sawyer Falduto Asset Management's portfolio in Q2 2026, its #228 holding.
  • Sawyer Falduto Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Sawyer Falduto Asset Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.51K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Sawyer Falduto Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.