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Arax Advisory Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Arax Advisory Partners’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 		$35.2M Buy
+1,538,030
New +$35.2M 0.23% 79

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $80B AUM 26.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Arax Advisory Partners's IBTG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 1,538,030 shares worth $35.2M. The stake represents 0.23% of the portfolio and ranks #79 among its holdings.

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

  • Arax Advisory Partners held 1,538,030 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $35.2M as of Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Arax Advisory Partners position in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.23% of Arax Advisory Partners's portfolio in Q2 2026, its #79 holding.
  • 235 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.