Royal Harbor Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Royal Harbor 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
2023 Q3	–	Sell	-154,782	Closed	-$3.51M	–	55
2023 Q2	$3.51M	Buy	154,782 +20,709	+15%	+$475K	1.72%	22
2023 Q1	$3.09M	Buy	134,073 +25,177	+23%	+$576K	1.66%	21
2022 Q4	$2.47M	Buy	108,896 +11,187	+11%	+$254K	1.53%	19
2022 Q3	$2.21M	Buy	+97,709	New	+$2.28M	1.51%	21

Other funds holding IBTG

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Harbor Partners's IBTG Position: Q3 2023 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2023, closing a stake of 154,782 shares — an estimated $3.51M sold.

Royal Harbor Partners first reported a position in IBTG in Q3 2022 and held it in 4 quarters. The position peaked at $3.51M in Q2 2023. 105 funds tracked by Wall St. Rank hold IBTG as of Q3 2023.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 154,782 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2023, an estimated $3.51M.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2022 and held it in 4 quarters.
Royal Harbor Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.51M in Q2 2023.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.