Schuylkill Financial LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Schuylkill Financial LLC’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	$781K	Buy	+34,139	New	+$781K	0.72%	43

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Schuylkill Financial LLC's IBTG Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 34,139 shares worth $781K. The stake represents 0.72% of the portfolio and ranks #43 among its holdings.

299 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Schuylkill Financial LLC held 34,139 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $781K as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Schuylkill Financial LLC position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.72% of Schuylkill Financial LLC's portfolio in Q2 2026, its #43 holding.
299 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.