Insigneo Advisory Services’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

Insigneo Advisory Services’s Portfolio IBTR Stock Details IBTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$737K	Buy	+29,604	New	+$737K	0.03%	377

Other funds holding IBTR

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

SPP

Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insigneo Advisory Services's IBTR Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) in Q2 2026: 29,604 shares worth $737K. The stake represents 0.03% of the portfolio and ranks #377 among its holdings.

11 funds tracked by Wall St. Rank hold IBTR as of Q2 2026.

Insigneo Advisory Services held 29,604 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $737K as of Q2 2026.
iShares iBonds Dec 2036 Term Treasury ETF was a new Insigneo Advisory Services position in Q2 2026.
iShares iBonds Dec 2036 Term Treasury ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #377 holding.
11 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.