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Focus Partners Advisor Solutions’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Focus Partners Advisor Solutions’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 		$279K Buy
+12,203
New +$279K ﹤0.01% 1052
2025
Q4 		– Sell
-9,055
Closed -$207K – 1183
2025
Q3 		$207K Buy
+9,055
New +$207K ﹤0.01% 1064

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $80.9B AUM 26.08% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Focus Partners Advisor Solutions's IBTG Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 12,203 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in IBTG as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in IBTG in Q3 2025 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Focus Partners Advisor Solutions held 12,203 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $279K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF was a new Focus Partners Advisor Solutions position in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1052 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.