APFP
IBGA icon

Action Point Financial Planning’s iShares iBonds Dec 2044 Term Treasury ETF IBGA Stock Holding History

Action Point Financial Planning’s Portfolio IBGA Stock Details IBGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$781K Buy
+34,895
New +$820K 0.08% 201

Other funds holding IBGA

Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Insigneo Advisory Services
Insigneo Advisory Services Miami, Florida $2.37B AUM 31.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Action Point Financial Planning's IBGA Position: Q3 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2044 Term Treasury ETF (IBGA) in Q3 2026: 34,895 shares worth $781K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings.

7 funds tracked by Wall St. Rank hold IBGA as of Q3 2026.

  • Action Point Financial Planning held 34,895 shares of iShares iBonds Dec 2044 Term Treasury ETF worth $781K as of Q3 2026.
  • iShares iBonds Dec 2044 Term Treasury ETF was a new Action Point Financial Planning position in Q3 2026.
  • iShares iBonds Dec 2044 Term Treasury ETF made up 0.08% of Action Point Financial Planning's portfolio in Q3 2026, its #201 holding.
  • 7 funds tracked by Wall St. Rank held iShares iBonds Dec 2044 Term Treasury ETF as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.