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

SignatureFD’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	$3.06M	Sell	133,677 -20,568	-13%	-$470K	0.04%	179
2026 Q1	$3.53M	Sell	154,245 -6,634	-4%	-$152K	0.05%	133
2025 Q4	$3.68M	Buy	160,879 +11,371	+8%	+$260K	0.06%	136
2025 Q3	$3.43M	Sell	149,508 -929	-0.6%	-$21.3K	0.05%	141
2025 Q2	$3.45M	Buy	150,437 +59,836	+66%	+$1.37M	0.06%	125
2025 Q1	$2.08M	Buy	90,601 +42,064	+87%	+$961K	0.04%	178
2024 Q4	$1.11M	Buy	+48,537	New	+$1.11M	0.02%	309

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

SignatureFD's IBTG Position: Q2 2026 in Review

SignatureFD reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 13% in Q2 2026, selling an estimated $470K and leaving 133,677 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #179.

SignatureFD first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

SignatureFD held 133,677 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.06M as of Q2 2026.
SignatureFD sold 20,568 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $470K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of SignatureFD's portfolio in Q2 2026, its #179 holding.
SignatureFD first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
SignatureFD's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.68M in Q4 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.