Stonebridge Financial Group (Pennsylvania)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$414K	Sell	18,084 -8,495	-32%	-$194K	0.03%	200
2026 Q1	$609K	Sell	26,579 -7,992	-23%	-$183K	0.05%	151
2025 Q4	$791K	Sell	34,571 -31,854	-48%	-$730K	0.07%	131
2025 Q3	$1.52M	Sell	66,425 -323,248	-83%	-$7.4M	0.13%	106
2025 Q2	$8.94M	Buy	389,673 +10,891	+3%	+$249K	0.87%	32
2025 Q1	$8.69M	Sell	378,782 -7,724	-2%	-$176K	0.92%	30
2024 Q4	$8.82M	Buy	+386,506	New	+$8.83M	0.97%	30

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $80B AUM 26.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IBTG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 32% in Q2 2026, selling an estimated $194K and leaving 18,084 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #200.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.94M in Q2 2025. 278 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 18,084 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $414K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 8,495 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $194K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #200 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s iShares iBonds Dec 2026 Term Treasury ETF position peaked at $8.94M in Q2 2025.
278 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.