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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
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Advisor Solutions's IBTG Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025, closing a stake of 9,055 shares — an estimated $207K sold.

Focus Partners Advisor Solutions first reported a position in IBTG in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 9,055 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $207K.
  • Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $207K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.