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Prospera Financial Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Prospera Financial Services’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 		$375K Sell
16,386
-11,257
-41% -$257K 0.01% 1161
2026
Q1 		$633K Sell
27,643
-198,275
-88% -$4.54M 0.01% 906
2025
Q4 		$5.17M Buy
225,918
+8,171
+4% +$187K 0.08% 237
2025
Q3 		$5M Buy
217,747
+21,331
+11% +$488K 0.09% 247
2025
Q2 		$4.5M Buy
196,416
+82,293
+72% +$1.88M 0.08% 245
2025
Q1 		$2.62M Buy
+114,123
New +$2.61M 0.06% 327

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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

Prospera Financial Services's IBTG Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 41% in Q2 2026, selling an estimated $257K and leaving 16,386 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1161.

Prospera Financial Services first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.17M in Q4 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Prospera Financial Services held 16,386 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $375K as of Q2 2026.
  • Prospera Financial Services sold 11,257 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $257K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1161 holding.
  • Prospera Financial Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Prospera Financial Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $5.17M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.