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Advisornet Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Advisornet Financial’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 		$18.9K Buy
826
+7
+0.9% +$160 ﹤0.01% 1404
2026
Q1 		$18.8K Buy
819
+6
+0.7% +$137 ﹤0.01% 1359
2025
Q4 		$18.6K Buy
813
+10
+1% +$229 ﹤0.01% 1350
2025
Q3 		$18.4K Buy
803
+9
+1% +$206 ﹤0.01% 1329
2025
Q2 		$18.2K Sell
794
-3,928
-83% -$89.9K ﹤0.01% 1300
2025
Q1 		$108K Buy
4,722
+5
+0.1% +$114 0.01% 703
2024
Q4 		$108K Sell
4,717
-365
-7% -$8.33K 0.01% 666
2024
Q3 		$117K Buy
5,082
+378
+8% +$8.65K 0.01% 658
2024
Q2 		$107K Sell
4,704
-1,114
-19% -$25.1K 0.01% 621
2024
Q1 		$132K Sell
5,818
-1,300
-18% -$29.6K 0.01% 560
2023
Q4 		$163K Buy
7,118
+1,827
+35% +$41.2K 0.02% 514
2023
Q3 		$119K Sell
5,291
-250
-5% -$5.64K 0.01% 571
2023
Q2 		$126K Buy
5,541
+621
+13% +$14.3K 0.01% 584
2023
Q1 		$114K Buy
4,920
+3,120
+173% +$71.4K 0.01% 594
2022
Q4 		$40.9K Buy
+1,800
New +$40.8K ﹤0.01% 849

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

Advisornet Financial's IBTG Position: Q2 2026 in Review

Advisornet Financial increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.85% in Q2 2026, buying an estimated $160 and bringing the position to 826 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Advisornet Financial first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $163K in Q4 2023. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Advisornet Financial held 826 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $18.9K as of Q2 2026.
  • Advisornet Financial bought 7 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $160.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1404 holding.
  • Advisornet Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Advisornet Financial's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $163K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.