Koshinski Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Koshinski Asset Management’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	$416K	Sell	18,173 -660	-4%	-$15.1K	0.02%	515
2026 Q1	$432K	Buy	18,833 +1,232	+7%	+$28.2K	0.03%	476
2025 Q4	$403K	Buy	17,601 +444	+3%	+$10.2K	0.03%	486
2025 Q3	$394K	Buy	17,157 +725	+4%	+$16.6K	0.03%	488
2025 Q2	$377K	Buy	+16,432	New	+$376K	0.03%	467
2022 Q2	–	Sell	-3,546	Closed	-$85.2K	–	1224
2022 Q1	$85.2K	Buy	3,546 +47	+1%	+$1.16K	0.01%	896
2021 Q4	$88.3K	Buy	3,499 +55	+2%	+$1.39K	0.01%	911
2021 Q3	$88K	Buy	+3,444	New	+$88.6K	0.01%	900

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

Koshinski Asset Management's IBTG Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.5% in Q2 2026, selling an estimated $15.1K and leaving 18,173 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #515.

Koshinski Asset Management first reported a position in IBTG in Q3 2021 and has held it in 8 quarters since. The position peaked at $432K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Koshinski Asset Management held 18,173 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $416K as of Q2 2026.
Koshinski Asset Management sold 660 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $15.1K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #515 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2021 and has held it in 8 quarters since.
Koshinski Asset Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $432K in Q1 2026.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.