Savvy Advisors Inc’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Savvy Advisors Inc’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	$688K	Sell	30,065 -4,705	-14%	-$108K	0.01%	659
2026 Q1	$797K	Buy	34,770 +4,665	+15%	+$107K	0.02%	499
2025 Q4	$689K	Buy	30,105 +2,277	+8%	+$52.2K	0.02%	460
2025 Q3	$639K	Buy	27,828 +771	+3%	+$17.6K	0.03%	378
2025 Q2	$620K	Buy	27,057 +895	+3%	+$20.5K	0.04%	312
2025 Q1	$600K	Buy	26,162 +196	+0.8%	+$4.48K	0.06%	257
2024 Q4	$592K	Buy	+25,966	New	+$593K	0.07%	222

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Savvy Advisors Inc's IBTG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 14% in Q2 2026, selling an estimated $108K and leaving 30,065 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #659.

Savvy Advisors Inc first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $797K in Q1 2026. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Savvy Advisors Inc held 30,065 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $688K as of Q2 2026.
Savvy Advisors Inc sold 4,705 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $108K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #659 holding.
Savvy Advisors Inc first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $797K in Q1 2026.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.