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OneDigital Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

OneDigital Investment Advisors’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 		$467K Sell
20,397
-604
-3% -$13.8K ﹤0.01% 1065
2026
Q1 		$481K Hold
21,001
– – ﹤0.01% 968
2025
Q4 		$480K Buy
+21,001
New +$481K ﹤0.01% 967

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

OneDigital Investment Advisors's IBTG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.9% in Q2 2026, selling an estimated $13.8K and leaving 20,397 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

OneDigital Investment Advisors first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q1 2026. 278 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • OneDigital Investment Advisors held 20,397 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $467K as of Q2 2026.
  • OneDigital Investment Advisors sold 604 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $13.8K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1065 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $481K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.