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

Stonebridge 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
2023
Q2 		– Sell
-4,920
Closed -$114K – 960
2023
Q1 		$114K Buy
4,920
+3,120
+173% +$71.4K 0.01% 260
2022
Q4 		$40.9K Buy
+1,800
New +$40.8K ﹤0.01% 381

Other funds holding IBTG

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Capital Advisors's IBTG Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2023, closing a stake of 4,920 shares — an estimated $114K sold.

Stonebridge Capital Advisors first reported a position in IBTG in Q4 2022 and held it in 2 quarters. The position peaked at $114K in Q1 2023. 100 funds tracked by Wall St. Rank hold IBTG as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 4,920 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2023, an estimated $114K.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $114K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.