Level Four Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTG
HPC
CIA
NA
UCFA
Level Four Advisory Services's IBTG Position: Q1 2026 in Review
Level Four Advisory Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 39% in Q1 2026, selling an estimated $182K and leaving 12,488 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #730.
Level Four Advisory Services first reported a position in IBTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $468K in Q4 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.
- Level Four Advisory Services held 12,488 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $286K as of Q1 2026.
- Level Four Advisory Services sold 7,969 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $182K.
- iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #730 holding.
- Level Four Advisory Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
- Level Four Advisory Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $468K in Q4 2025.
- 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.