Captrust Financial Advisors Has $3.29 Million Stake in iShares iBonds Dec 2026 Term Treasury ETF (NASDAQ:IBTG)

Captrust Financial Advisors boosted its stake in shares of iShares iBonds Dec 2026 Term Treasury ETF (NASDAQ:IBTG) by 52.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 144,431 shares of the company’s stock after buying an additional 49,716 shares during the quarter. Captrust Financial Advisors owned approximately 0.20% of iShares iBonds Dec 2026 Term Treasury ETF worth $3,294,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IBTG. Integrated Wealth Concepts LLC lifted its stake in shares of iShares iBonds Dec 2026 Term Treasury ETF by 36.6% in the fourth quarter. Integrated Wealth Concepts LLC now owns 1,241,811 shares of the company’s stock worth $28,326,000 after acquiring an additional 332,507 shares during the period. Baird Financial Group Inc. boosted its stake in shares of iShares iBonds Dec 2026 Term Treasury ETF by 277.8% in the 4th quarter. Baird Financial Group Inc. now owns 307,184 shares of the company’s stock valued at $7,007,000 after purchasing an additional 225,886 shares during the last quarter. Ameriprise Financial Inc. increased its position in shares of iShares iBonds Dec 2026 Term Treasury ETF by 18.1% during the fourth quarter. Ameriprise Financial Inc. now owns 280,379 shares of the company’s stock worth $6,396,000 after buying an additional 42,918 shares during the period. Leavell Investment Management Inc. raised its stake in iShares iBonds Dec 2026 Term Treasury ETF by 39.3% during the fourth quarter. Leavell Investment Management Inc. now owns 224,549 shares of the company’s stock worth $5,122,000 after buying an additional 63,365 shares during the last quarter. Finally, Strategic Blueprint LLC lifted its holdings in iShares iBonds Dec 2026 Term Treasury ETF by 13.4% in the fourth quarter. Strategic Blueprint LLC now owns 220,882 shares of the company’s stock valued at $5,038,000 after buying an additional 26,072 shares during the period.

iShares iBonds Dec 2026 Term Treasury ETF Stock Performance

Shares of iShares iBonds Dec 2026 Term Treasury ETF stock opened at $22.86 on Friday. The business has a 50-day moving average price of $22.90 and a two-hundred day moving average price of $22.84. iShares iBonds Dec 2026 Term Treasury ETF has a 1-year low of $22.51 and a 1-year high of $23.10.

iShares iBonds Dec 2026 Term Treasury ETF Cuts Dividend

The firm also recently announced a monthly dividend, which was paid on Tuesday, May 6th. Shareholders of record on Thursday, May 1st were issued a $0.0769 dividend. The ex-dividend date was Thursday, May 1st. This represents a $0.92 dividend on an annualized basis and a yield of 4.04%.

iShares iBonds Dec 2026 Term Treasury ETF Company Profile

The iShares iBonds Dec 2026 Term Treasury ETF (IBTG) is an exchange-traded fund that is based on the ICE 2026 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2026. The fund will terminate in December 2026. IBTG was launched on Feb 25, 2020 and is managed by BlackRock.