Snowden Capital Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Snowden Capital Advisors’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	$519K	Sell	22,691 -2,652	-10%	-$60.7K	0.01%	821
2026 Q1	$581K	Sell	25,343 -3,113	-11%	-$71.3K	0.02%	733
2025 Q4	$651K	Buy	28,456 +21	+0.1%	+$481	0.02%	680
2025 Q3	$653K	Buy	28,435 +1,749	+7%	+$40K	0.02%	672
2025 Q2	$612K	Hold	26,686	–	–	0.02%	685
2025 Q1	$612K	Sell	26,686 -293,006	-92%	-$6.69M	0.02%	652
2024 Q4	$7.29M	Buy	319,692 +27,359	+9%	+$625K	0.23%	87
2024 Q3	$6.74M	Buy	292,333 +13,441	+5%	+$308K	0.2%	107
2024 Q2	$6.32M	Sell	278,892 -592	-0.2%	-$13.4K	0.19%	122
2024 Q1	$6.35M	Buy	279,484 +43,454	+18%	+$989K	0.2%	116
2023 Q4	$5.39M	Buy	236,030 +3,637	+2%	+$82.1K	0.21%	133
2023 Q3	$5.22M	Buy	232,393 +40,532	+21%	+$914K	0.22%	119
2023 Q2	$4.35M	Buy	191,861 +21,707	+13%	+$498K	0.16%	179
2023 Q1	$3.93M	Buy	170,154 +12,118	+8%	+$277K	0.15%	173
2022 Q4	$3.59M	Buy	+158,036	New	+$3.59M	0.15%	168

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

Snowden Capital Advisors's IBTG Position: Q2 2026 in Review

Snowden Capital Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 10% in Q2 2026, selling an estimated $60.7K and leaving 22,691 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #821.

Snowden Capital Advisors first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.29M in Q4 2024. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Snowden Capital Advisors held 22,691 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $519K as of Q2 2026.
Snowden Capital Advisors sold 2,652 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $60.7K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #821 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.29M in Q4 2024.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.