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Unified Investment Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Unified Investment Management’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 		$259K Hold
11,323
– – 0.24% 118
2026
Q1 		$259K Buy
11,323
+2,560
+29% +$58.6K 0.27% 110
2025
Q4 		$200K Hold
8,763
– – 0.2% 133
2025
Q3 		$201K Hold
8,763
– – 0.2% 130
2025
Q2 		$201K Hold
8,763
– – 0.22% 120
2025
Q1 		$201K Buy
+8,763
New +$200K 0.24% 112

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

Unified Investment Management's IBTG Position: Q2 2026 in Review

Unified Investment Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 11,323 shares worth $259K. The position accounts for 0.24% of the portfolio, ranked #118.

Unified Investment Management first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $259K in Q1 2026. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Unified Investment Management held 11,323 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $259K as of Q2 2026.
  • Unified Investment Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Unified Investment Management's portfolio in Q2 2026, its #118 holding.
  • Unified Investment Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Unified Investment Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $259K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.