Strategic Blueprint’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Strategic Blueprint’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 Q4	–	Sell	-435,922	Closed	-$10M	–	705
2025 Q3	$10M	Buy	435,922 +86,042	+25%	+$1.97M	0.44%	56
2025 Q2	$8.02M	Buy	349,880 +68,765	+24%	+$1.57M	0.39%	66
2025 Q1	$6.45M	Buy	281,115 +60,233	+27%	+$1.38M	0.35%	71
2024 Q4	$5.04M	Buy	220,882 +26,072	+13%	+$595K	0.3%	83
2024 Q3	$4.49M	Buy	194,810 +63,972	+49%	+$1.46M	0.28%	86
2024 Q2	$2.96M	Buy	130,838 +28,914	+28%	+$653K	0.2%	108
2024 Q1	$2.31M	Buy	101,924 +41,946	+70%	+$955K	0.16%	127
2023 Q4	$1.37M	Buy	+59,978	New	+$1.35M	0.11%	173

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Blueprint's IBTG Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 435,922 shares — an estimated $10M sold.

Strategic Blueprint first reported a position in IBTG in Q4 2023 and held it in 8 quarters. The position peaked at $10M in Q3 2025. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

Strategic Blueprint reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 435,922 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $10M.
Strategic Blueprint first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Strategic Blueprint's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $10M in Q3 2025.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.