Pure Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Pure Financial 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	$663K	Buy	28,950 +96	+0.3%	+$2.2K	0.01%	318
2026 Q1	$661K	Buy	28,854 +1,140	+4%	+$26.1K	0.01%	280
2025 Q4	$634K	Buy	27,714 +385	+1%	+$8.82K	0.01%	280
2025 Q3	$627K	Buy	27,329 +2,660	+11%	+$60.9K	0.01%	269
2025 Q2	$566K	Buy	+24,669	New	+$564K	0.01%	272

Other funds holding IBTG

HPC

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Pure Financial Advisors's IBTG Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.33% in Q2 2026, buying an estimated $2.2K and bringing the position to 28,950 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #318.

Pure Financial Advisors first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Pure Financial Advisors held 28,950 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $663K as of Q2 2026.
Pure Financial Advisors bought 96 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.2K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #318 holding.
Pure Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.