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

SCS Capital 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	$1.18M	Hold	51,719	–	–	0.01%	265
2026 Q1	$1.19M	Buy	51,719 +17,486	+51%	+$400K	0.01%	257
2025 Q4	$783K	Sell	34,233 -66,990	-66%	-$1.53M	0.01%	305
2025 Q3	$2.32M	Buy	101,223 +197	+0.2%	+$4.51K	0.03%	204
2025 Q2	$2.32M	Buy	101,026 +195	+0.2%	+$4.46K	0.03%	212
2025 Q1	$2.31M	Sell	100,831 -5,182	-5%	-$118K	0.03%	183
2024 Q4	$2.42M	Buy	106,013 +256	+0.2%	+$5.84K	0.05%	57
2024 Q3	$2.44M	Buy	105,757 +189	+0.2%	+$4.33K	0.05%	59
2024 Q2	$2.39M	Buy	105,568 +190	+0.2%	+$4.29K	0.05%	58
2024 Q1	$2.39M	Buy	+105,378	New	+$2.4M	0.05%	58

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

SCS Capital Management's IBTG Position: Q2 2026 in Review

SCS Capital Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 51,719 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #265.

SCS Capital Management first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.44M in Q3 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

SCS Capital Management held 51,719 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.18M as of Q2 2026.
SCS Capital 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 SCS Capital Management's portfolio in Q2 2026, its #265 holding.
SCS Capital Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
SCS Capital Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.44M in Q3 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.