Advisory Services Network’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Advisory Services Network’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	$490K	Buy	21,412 +1,687	+9%	+$38.6K	0.01%	1412
2026 Q1	$452K	Sell	19,725 -67	-0.3%	-$1.53K	0.01%	1350
2025 Q4	$453K	Buy	19,792 +8,756	+79%	+$201K	0.01%	1266
2025 Q3	$253K	Buy	11,036 +1,876	+20%	+$42.9K	﹤0.01%	1559
2025 Q2	$210K	Buy	+9,160	New	+$210K	﹤0.01%	1625
2024 Q1	–	Sell	-1,534	Closed	-$35.1K	–	2481
2023 Q4	$35.1K	Buy	+1,534	New	+$34.6K	﹤0.01%	2213
2023 Q2	–	Sell	-1,076	Closed	-$24.8K	–	2455
2023 Q1	$24.8K	Hold	1,076	–	–	﹤0.01%	2416
2022 Q4	$24.4K	Buy	+1,076	New	+$24.4K	﹤0.01%	2357
2021 Q3	–	Sell	-263	Closed	-$7K	–	2268
2021 Q2	$7K	Buy	+263	New	+$6.74K	﹤0.01%	2949
2021 Q1	–	Sell	-263	Closed	-$7K	–	2081
2020 Q4	$7K	Hold	263	–	–	﹤0.01%	2591
2020 Q3	$7K	Buy	+263	New	+$6.92K	﹤0.01%	2626
2020 Q2	–	Sell	-263	Closed	-$7K	–	1830
2020 Q1	$7K	Buy	+263	New	+$6.76K	﹤0.01%	2345

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Advisory Services Network's IBTG Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.6% in Q2 2026, buying an estimated $38.6K and bringing the position to 21,412 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1412.

Advisory Services Network first reported a position in IBTG in Q1 2020 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Advisory Services Network held 21,412 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $490K as of Q2 2026.
Advisory Services Network bought 1,687 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $38.6K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1412 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2020 and has held it in 12 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.