Phillip James Consulting’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Phillip James Consulting’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	$288K	Buy	+12,590	New	+$288K	0.19%	65

Other funds holding IBTG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Phillip James Consulting's IBTG Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026: 12,590 shares worth $288K. The stake represents 0.19% of the portfolio and ranks #65 among its holdings.

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

Phillip James Consulting held 12,590 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $288K as of Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Phillip James Consulting position in Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.19% of Phillip James Consulting's portfolio in Q3 2026, its #65 holding.
282 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.