BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.13M	Buy	+49,166	New	+$1.13M	0.05%	348

Other funds holding IBTG

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBTG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026: 49,166 shares worth $1.13M. The stake represents 0.05% of the portfolio and ranks #348 among its holdings.

324 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

BOLTON SECURITIES CORPORATION held 49,166 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.13M as of Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #348 holding.
324 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.