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Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-890
Closed -$20.4K – 1309
2025
Q2 		$20.4K Buy
+890
New +$20.4K 0.01% 569

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 $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IBTG Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2025, closing a stake of 890 shares — an estimated $20.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBTG in Q2 2025 and held it in 1 quarter. The position peaked at $20.4K in Q2 2025. 293 funds tracked by Wall St. Rank hold IBTG as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 890 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2025, an estimated $20.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $20.4K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.