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 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

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

Unified Investment Management's IBTG Position: Q1 2026 in Review

Unified Investment Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 29% in Q1 2026, buying an estimated $58.6K and bringing the position to 11,323 shares worth $259K. The position accounts for 0.27% of the portfolio, ranked #110.

Unified Investment Management first reported a position in IBTG in Q1 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Unified Investment Management held 11,323 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $259K as of Q1 2026.
Unified Investment Management bought 2,560 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $58.6K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.27% of Unified Investment Management's portfolio in Q1 2026, its #110 holding.
Unified Investment Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.