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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$286K Hold
12,488
0.01% 783
2026
Q1
$286K Sell
12,488
-7,969
-39% -$182K 0.01% 730
2025
Q4
$468K Buy
+20,457
New +$469K 0.02% 590

Other funds holding IBTG

Level Four Advisory Services's IBTG Position: Q2 2026 in Review

Level Four Advisory Services held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 12,488 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #783.

Level Four Advisory Services first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q4 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Level Four Advisory Services held 12,488 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $286K as of Q2 2026.
  • Level Four Advisory Services left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #783 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 3 quarters since.
  • Level Four Advisory Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $468K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.