Highland Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Highland Financial Advisors’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	$252K	Hold	11,027	–	–	0.06%	69
2026 Q1	$253K	Hold	11,027	–	–	0.07%	61
2025 Q4	$252K	Hold	11,027	–	–	0.07%	57
2025 Q3	$253K	Hold	11,027	–	–	0.07%	55
2025 Q2	$253K	Hold	11,027	–	–	0.08%	50
2025 Q1	$253K	Hold	11,027	–	–	0.09%	51
2024 Q4	$252K	Hold	11,027	–	–	0.09%	48
2024 Q3	$254K	Hold	11,027	–	–	0.09%	48
2024 Q2	$250K	Hold	11,027	–	–	0.09%	47
2024 Q1	$250K	Hold	11,027	–	–	0.1%	52
2023 Q4	$252K	Buy	+11,027	New	+$249K	0.11%	50

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

Highland Financial Advisors's IBTG Position: Q2 2026 in Review

Highland Financial Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 11,027 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #69.

Highland Financial Advisors first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $254K in Q3 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Highland Financial Advisors held 11,027 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $252K as of Q2 2026.
Highland Financial Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.06% of Highland Financial Advisors's portfolio in Q2 2026, its #69 holding.
Highland Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Highland Financial Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $254K in Q3 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.