Kohmann Bosshard Financial Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Kohmann Bosshard Financial Services’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 Q1	–	Sell	-2,115	Closed	-$48.4K	–	384
2025 Q4	$48.4K	Buy	+2,115	New	+$48.4K	﹤0.01%	542
2025 Q1	–	Sell	-2,043	Closed	-$46.6K	–	502
2024 Q4	$46.6K	Buy	+2,043	New	+$46.6K	0.01%	340

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Kohmann Bosshard Financial Services's IBTG Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 2,115 shares — an estimated $48.4K sold.

Kohmann Bosshard Financial Services first reported a position in IBTG in Q4 2024 and held it in 2 quarters. The position peaked at $48.4K in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 2,115 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $48.4K.
Kohmann Bosshard Financial Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $48.4K in Q4 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.