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IBTG icon

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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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. 88 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.
  • 88 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.