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Silver Oak Securities’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-12,404
Closed -$284K – 784
2025
Q2 		$284K Buy
12,404
+82
+0.7% +$1.88K 0.02% 552
2025
Q1 		$282K Hold
12,322
– – 0.03% 522
2024
Q4 		$281K Buy
+12,322
New +$281K 0.03% 530

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Silver Oak Securities's IBTG Position: Q3 2025 in Review

Silver Oak Securities sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2025, closing a stake of 12,404 shares — an estimated $284K sold.

Silver Oak Securities first reported a position in IBTG in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q2 2025. 293 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • Silver Oak Securities reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 12,404 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2025, an estimated $284K.
  • Silver Oak Securities first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Silver Oak Securities's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $284K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.