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Shufro Rose & Co’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Shufro Rose & Co’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
2025
Q1 		– Sell
-32,369
Closed -$738K – 316
2024
Q4 		$738K Buy
32,369
+155
+0.5% +$3.54K 0.06% 133
2024
Q3 		$730K Hold
32,214
– – 0.06% 137
2024
Q2 		$730K Buy
32,214
+799
+3% +$18K 0.06% 137
2024
Q1 		$713K Buy
+31,415
New +$715K 0.06% 132

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Shufro Rose & Co's IBTG Position: Q1 2025 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2025, closing a stake of 32,369 shares — an estimated $738K sold.

Shufro Rose & Co first reported a position in IBTG in Q1 2024 and held it in 4 quarters. The position peaked at $738K in Q4 2024. 264 funds tracked by Wall St. Rank hold IBTG as of Q1 2025.

  • Shufro Rose & Co reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 32,369 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2025, an estimated $738K.
  • Shufro Rose & Co first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Shufro Rose & Co's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $738K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2025.

Based on Shufro Rose & Co's 13F filing for Q1 2025, filed 8 May 2025.