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Tower Bridge Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Tower Bridge 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
2026
Q2 		– Sell
-8,750
Closed -$201K – 227
2026
Q1 		$201K Buy
+8,750
New +$200K 0.02% 219

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

Tower Bridge Advisors's IBTG Position: Q2 2026 in Review

Tower Bridge Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 8,750 shares — an estimated $201K sold.

Tower Bridge Advisors first reported a position in IBTG in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Tower Bridge Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Bridge Advisors sold 8,750 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $201K.
  • Tower Bridge Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Tower Bridge Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $201K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.