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Action Point Financial Planning’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Action Point Financial Planning’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 		$117K Buy
+5,103
New +$117K 0.01% 561

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Action Point Financial Planning's IBTG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 5,103 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

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

  • Action Point Financial Planning held 5,103 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $117K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #561 holding.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.