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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return