O'Brien Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

O'Brien Wealth Partners’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
2025 Q4	$253K	Buy	+11,055	New	+$253K	0.03%	78

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Brien Wealth Partners's IBTG Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q4 2025: 11,055 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #78 among its holdings.

312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

O'Brien Wealth Partners held 11,055 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $253K as of Q4 2025.
iShares iBonds Dec 2026 Term Treasury ETF was a new O'Brien Wealth Partners position in Q4 2025.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #78 holding.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.