Koss-Olinger Consulting’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Koss-Olinger Consulting’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	$684K	Buy	29,894 +179	+0.6%	+$4.09K	0.05%	72
2026 Q1	$681K	Buy	29,715 +59	+0.2%	+$1.35K	0.06%	127
2025 Q4	$678K	Buy	29,656 +5,274	+22%	+$121K	0.05%	128
2025 Q3	$559K	Hold	24,382	–	–	0.05%	182
2025 Q2	$559K	Buy	24,382 +335	+1%	+$7.67K	0.05%	183
2025 Q1	$552K	Buy	24,047 +581	+2%	+$13.3K	0.05%	180
2024 Q4	$535K	Buy	23,466 +410	+2%	+$9.36K	0.05%	122
2024 Q3	$532K	Buy	23,056 +615	+3%	+$14.1K	0.05%	146
2024 Q2	$508K	Buy	+22,441	New	+$507K	0.05%	140
2024 Q1	–	Sell	-21,770	Closed	-$498K	–	158
2023 Q4	$498K	Buy	21,770 +11,249	+107%	+$254K	0.05%	154
2023 Q3	$236K	Buy	+10,521	New	+$237K	0.03%	232

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

Koss-Olinger Consulting's IBTG Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.6% in Q2 2026, buying an estimated $4.09K and bringing the position to 29,894 shares worth $684K. The position accounts for 0.05% of the portfolio, ranked #72.

Koss-Olinger Consulting first reported a position in IBTG in Q3 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Koss-Olinger Consulting held 29,894 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $684K as of Q2 2026.
Koss-Olinger Consulting bought 179 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $4.09K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Koss-Olinger Consulting's portfolio in Q2 2026, its #72 holding.
Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.