Eight 31 Financial fully exits iShares iBonds Dec 2026 Term Treasury ETF, reducing position by $6.13 million. Top holdings post-filing include AGG, VOO, IBTK, IBTI, IBTJ, IBTG shares priced at $22.89. AUM at $2.2 billion, 1-year total return at 4%, dividend yield at 4.05%.
IBTG focuses on U.S. Treasury securities maturing in 2026, with 90% in assets allocated to bonds maturing between Jan 1, 2026, and Dec 15, 2026. The fund operates as a non-diversified ETF. It provides predictable income and principal return leveraging U.S. government credit.
Defined-maturity Treasury ETFs like IBTG naturally shrink as end date nears, trimming exposure ahead of maturity is standard. Exit notable for keeping exposure to iBonds 2026 Term High Yield and Income ETF. Maintain broad bond and equity ETFs for diversification. Bond ETFs serve as tools, not long-term holdings.
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Read more at Yahoo Finance: Why a $6 Million Treasury ETF Exit Shows How Advisors Are Rebalancing 2026 Exposure
