Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Thrivent Financial for Lutherans’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 		$7.49M Buy
327,147
+21,576
+7% +$494K 0.01% 803
2026
Q1 		$7M Sell
305,571
-15,167
-5% -$347K 0.01% 772
2025
Q4 		$7.33M Buy
320,738
+71,910
+29% +$1.65M 0.01% 792
2025
Q3 		$5.71M Buy
248,828
+230,927
+1,290% +$5.29M 0.01% 805
2025
Q2 		$410K Sell
17,901
-119,944
-87% -$2.74M ﹤0.01% 2216
2025
Q1 		$3.14M Hold
137,845
– – 0.01% 1022
2024
Q4 		$3.14M Buy
137,845
+16,000
+13% +$365K 0.01% 1144
2024
Q3 		$2.81M Buy
121,845
+36,349
+43% +$832K 0.01% 1225
2024
Q2 		$1.94M Buy
85,496
+45,095
+112% +$1.02M ﹤0.01% 1409
2024
Q1 		$917K Buy
40,401
+7,069
+21% +$161K ﹤0.01% 1945
2023
Q4 		$762K Buy
33,332
+22,096
+197% +$499K ﹤0.01% 2011
2023
Q3 		$252K Buy
+11,236
New +$253K ﹤0.01% 2349

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

Thrivent Financial for Lutherans's IBTG Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 7.1% in Q2 2026, buying an estimated $494K and bringing the position to 327,147 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #803.

Thrivent Financial for Lutherans first reported a position in IBTG in Q3 2023 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Thrivent Financial for Lutherans held 327,147 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $7.49M as of Q2 2026.
  • Thrivent Financial for Lutherans bought 21,576 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $494K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #803 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.