KPP Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

KPP Advisory 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 Q3	$252K	Buy	+11,000	New	+$251K	0.04%	282

Other funds holding IBTG

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

KPP Advisory Services's IBTG Position: Q3 2026 in Review

KPP Advisory Services opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026: 11,000 shares worth $252K. The stake represents 0.04% of the portfolio and ranks #282 among its holdings.

96 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

KPP Advisory Services held 11,000 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $252K as of Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new KPP Advisory Services position in Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of KPP Advisory Services's portfolio in Q3 2026, its #282 holding.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.