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

IFP 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 		$2M Sell
87,293
-528
-0.6% -$12.1K 0.04% 484
2026
Q1 		$2.01M Sell
87,821
-14,214
-14% -$325K 0.04% 448
2025
Q4 		$2.33M Buy
102,035
+9,378
+10% +$215K 0.05% 376
2025
Q3 		$2.13M Sell
92,657
-49,567
-35% -$1.13M 0.06% 363
2025
Q2 		$3.26M Sell
142,224
-1,806
-1% -$41.3K 0.09% 238
2025
Q1 		$3.3M Buy
144,030
+8,202
+6% +$187K 0.1% 228
2024
Q4 		$3.1M Buy
135,828
+5,883
+5% +$134K 0.1% 226
2024
Q3 		$3M Buy
129,945
+54,150
+71% +$1.24M 0.11% 209
2024
Q2 		$1.72M Buy
75,795
+36,490
+93% +$824K 0.07% 300
2024
Q1 		$893K Buy
39,305
+114
+0.3% +$2.59K 0.04% 432
2023
Q4 		$896K Buy
39,191
+31,711
+424% +$716K 0.04% 410
2023
Q3 		$168K Sell
7,480
-4,787
-39% -$108K 0.01% 1044
2023
Q2 		$278K Buy
12,267
+1,799
+17% +$41.3K 0.01% 866
2023
Q1 		$263K Buy
10,468
+3,517
+51% +$80.5K 0.01% 839
2022
Q4 		$175K Buy
+6,951
New +$158K ﹤0.01% 1424

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

IFP Advisors's IBTG Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.6% in Q2 2026, selling an estimated $12.1K and leaving 87,293 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #484.

IFP Advisors first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q1 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • IFP Advisors held 87,293 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2M as of Q2 2026.
  • IFP Advisors sold 528 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $12.1K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #484 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.3M in Q1 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.