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AllSquare Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$158K Hold
6,904
– – 0.08% 125
2025
Q2 		$158K Hold
6,904
– – 0.09% 122
2025
Q1 		$158K Hold
6,904
– – 0.09% 121
2024
Q4 		$157K Buy
6,904
+5,568
+417% +$127K 0.09% 120
2024
Q3 		$30.8K Buy
1,336
+1,300
+3,611% +$29.7K 0.02% 262
2024
Q2 		$816 Hold
36
– – ﹤0.01% 489
2024
Q1 		$818 Hold
36
– – ﹤0.01% 489
2023
Q4 		$823 Buy
+36
New +$812 ﹤0.01% 489

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AllSquare Wealth Management's IBTG Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q3 2025 at 6,904 shares worth $158K. The position accounts for 0.08% of the portfolio, ranked #125.

AllSquare Wealth Management first reported a position in IBTG in Q4 2023 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • AllSquare Wealth Management held 6,904 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $158K as of Q3 2025.
  • AllSquare Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.08% of AllSquare Wealth Management's portfolio in Q3 2025, its #125 holding.
  • AllSquare Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.