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 Q3	$2.33M	Sell	102,001 -31,676	-24%	-$724K	0.03%	237
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

SignatureFD's IBTG Position: Q3 2026 in Review

SignatureFD reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 24% in Q3 2026, selling an estimated $724K and leaving 102,001 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #237.

SignatureFD first reported a position in IBTG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.68M in Q4 2025. 91 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

SignatureFD held 102,001 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.33M as of Q3 2026.
SignatureFD sold 31,676 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $724K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of SignatureFD's portfolio in Q3 2026, its #237 holding.
SignatureFD first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
SignatureFD's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.68M in Q4 2025.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.