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

Focus Partners 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 		$7.78M Sell
339,954
-300,205
-47% -$6.87M 0.01% 795
2026
Q1 		$14.7M Buy
640,159
+51,751
+9% +$1.19M 0.02% 590
2025
Q4 		$13.5M Sell
588,408
-2,519,819
-81% -$57.7M 0.02% 600
2025
Q3 		$71.3M Sell
3,108,227
-52,517
-2% -$1.2M 0.12% 156
2025
Q2 		$72.5M Buy
3,160,744
+111,343
+4% +$2.55M 0.16% 138
2025
Q1 		$70M Buy
3,049,401
+112,687
+4% +$2.57M 0.18% 124
2024
Q4 		$67M Buy
2,936,714
+53,577
+2% +$1.22M 0.17% 120
2024
Q3 		$66.5M Buy
2,883,137
+240,450
+9% +$5.5M 0.21% 101
2024
Q2 		$59.9M Buy
2,642,687
+2,633,192
+27,732% +$59.4M 0.2% 116
2024
Q1 		$216K Buy
+9,495
New +$216K ﹤0.01% 915

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Focus Partners Wealth's IBTG Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 47% in Q2 2026, selling an estimated $6.87M and leaving 339,954 shares worth $7.78M. The position accounts for 0.01% of the portfolio, ranked #795.

Focus Partners Wealth first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $72.5M in Q2 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Focus Partners Wealth held 339,954 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $7.78M as of Q2 2026.
  • Focus Partners Wealth sold 300,205 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $6.87M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #795 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $72.5M in Q2 2025.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.