Aventura Private Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Aventura Private Wealth’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	$114	Hold	5	–	–	﹤0.01%	969
2026 Q1	$115	Hold	5	–	–	﹤0.01%	885
2025 Q4	$114	Hold	5	–	–	﹤0.01%	843
2025 Q3	$115	Hold	5	–	–	﹤0.01%	788
2025 Q2	$115	Hold	5	–	–	﹤0.01%	766
2025 Q1	$115	Hold	5	–	–	﹤0.01%	766
2024 Q4	$114	Buy	+5	New	+$114	﹤0.01%	741

Other funds holding IBTG

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return