Independent Advisor Alliance’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Independent Advisor Alliance’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	$397K	Sell	17,356 -157,763	-90%	-$3.61M	0.01%	746
2026 Q1	$4.01M	Buy	+175,119	New	+$4.01M	0.04%	371
2025 Q4	–	Sell	-19,993	Closed	-$459K	–	1033
2025 Q3	$459K	Buy	19,993 +7,704	+63%	+$176K	0.01%	643
2025 Q2	$282K	Buy	12,289 +1,731	+16%	+$39.6K	0.01%	741
2025 Q1	$242K	Sell	10,558 -116,809	-92%	-$2.67M	0.01%	719
2024 Q4	$2.91M	Buy	+127,367	New	+$2.91M	0.04%	414

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

Independent Advisor Alliance's IBTG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 90% in Q2 2026, selling an estimated $3.61M and leaving 17,356 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #746.

Independent Advisor Alliance first reported a position in IBTG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.01M in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Independent Advisor Alliance held 17,356 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $397K as of Q2 2026.
Independent Advisor Alliance sold 157,763 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $3.61M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #746 holding.
Independent Advisor Alliance first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.01M in Q1 2026.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.