Tower Research Capital (TRC)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-77,677	Closed	-$1.78M	–	5305
2025 Q4	$1.78M	Buy	77,677 +20,182	+35%	+$462K	0.04%	364
2025 Q3	$1.32M	Buy	+57,495	New	+$1.32M	0.04%	426
2022 Q1	–	Sell	-95	Closed	-$2K	–	6285
2021 Q4	$2K	Sell	95 -22	-19%	-$557	﹤0.01%	5631
2021 Q3	$3K	Sell	117 -1	-0.8%	-$26	﹤0.01%	5105
2021 Q2	$3K	Buy	118 +39	+49%	+$999	﹤0.01%	4923
2021 Q1	$2K	Hold	79	–	–	﹤0.01%	5024
2020 Q4	$2K	Buy	79 +77	+3,850%	+$2.02K	﹤0.01%	4890
2020 Q3	$0	Sell	2 -80	-98%	-$2.11K	﹤0.01%	4933
2020 Q2	$2K	Buy	+82	New	+$2.15K	﹤0.01%	4504

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

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

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

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

CIA

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Tower Research Capital (TRC)'s IBTG Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 77,677 shares — an estimated $1.78M sold.

Tower Research Capital (TRC) first reported a position in IBTG in Q2 2020 and held it in 9 quarters. The position peaked at $1.78M in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Tower Research Capital (TRC) reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Tower Research Capital (TRC) sold 77,677 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $1.78M.
Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2020 and held it in 9 quarters.
Tower Research Capital (TRC)'s iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.78M in Q4 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.