SPIA
IBTG icon

Steward Partners Investment Advisory’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Steward Partners Investment Advisory’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 		$399K Sell
17,426
-6,468
-27% -$148K ﹤0.01% 1836
2026
Q1 		$548K Sell
23,894
-20,621
-46% -$472K ﹤0.01% 1473
2025
Q4 		$1.02M Sell
44,515
-249,548
-85% -$5.72M 0.01% 1057
2025
Q3 		$6.75M Buy
294,063
+15,624
+6% +$358K 0.04% 392
2025
Q2 		$6.38M Sell
278,439
-118,675
-30% -$2.72M 0.05% 365
2025
Q1 		$9.11M Sell
397,114
-5,094
-1% -$116K 0.08% 250
2024
Q4 		$9.17M Sell
402,208
-4,746
-1% -$108K 0.08% 235
2024
Q3 		$9.39M Sell
406,954
-34,221
-8% -$783K 0.09% 229
2024
Q2 		$9.99M Buy
441,175
+25,997
+6% +$587K 0.11% 195
2024
Q1 		$9.43M Buy
415,178
+34,962
+9% +$796K 0.1% 207
2023
Q4 		$8.69M Buy
380,216
+372,087
+4,577% +$8.4M 0.12% 179
2023
Q3 		$183K Hold
8,129
– – ﹤0.01% 1327
2023
Q2 		$184K Hold
8,129
– – ﹤0.01% 1323
2023
Q1 		$188K Hold
8,129
– – ﹤0.01% 1322
2022
Q4 		$185K Hold
8,129
– – ﹤0.01% 1276
2022
Q3 		$184K Hold
8,129
– – ﹤0.01% 1234
2022
Q2 		$192K Buy
+8,129
New +$192K ﹤0.01% 1223

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Steward Partners Investment Advisory's IBTG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 27% in Q2 2026, selling an estimated $148K and leaving 17,426 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Steward Partners Investment Advisory first reported a position in IBTG in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.99M in Q2 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Steward Partners Investment Advisory held 17,426 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $399K as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,468 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $148K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1836 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $9.99M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.