Avantax Planning Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Avantax Planning 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	$1.33M	Hold	57,906	–	–	0.03%	180
2026 Q1	$1.33M	Hold	57,906	–	–	0.04%	168
2025 Q4	$1.32M	Sell	57,906 -3	-0%	-$69	0.04%	167
2025 Q3	$1.33M	Hold	57,909	–	–	0.04%	173
2025 Q2	$1.33M	Sell	57,909 -2,017	-3%	-$46.1K	0.04%	168
2025 Q1	$1.37M	Sell	59,926 -166	-0.3%	-$3.79K	0.05%	154
2024 Q4	$1.37M	Buy	+60,092	New	+$1.37M	0.05%	151
2024 Q3	–	Sell	-47,830	Closed	-$1.08M	–	461
2024 Q2	$1.08M	Sell	47,830 -30,352	-39%	-$685K	0.03%	199
2024 Q1	$1.78M	Buy	78,182 +69,373	+788%	+$1.58M	0.06%	155
2023 Q4	$201K	Buy	+8,809	New	+$199K	0.01%	360
2023 Q3	–	Sell	-9,214	Closed	-$209K	–	376
2023 Q2	$209K	Buy	9,214 +197	+2%	+$4.52K	0.01%	352
2023 Q1	$208K	Buy	+9,017	New	+$206K	0.01%	353

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

Avantax Planning Partners's IBTG Position: Q2 2026 in Review

Avantax Planning Partners held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 57,906 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #180.

Avantax Planning Partners first reported a position in IBTG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q1 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Avantax Planning Partners held 57,906 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.33M as of Q2 2026.
Avantax Planning Partners left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #180 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 12 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.78M in Q1 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.