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Vertex Planning Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Vertex Planning 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
2025
Q1 		– Sell
-31,621
Closed -$721K – 185
2024
Q4 		$721K Buy
+31,621
New +$722K 0.16% 79

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Vertex Planning Partners's IBTG Position: Q1 2025 in Review

Vertex Planning Partners sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2025, closing a stake of 31,621 shares — an estimated $721K sold.

Vertex Planning Partners first reported a position in IBTG in Q4 2024 and held it in 1 quarter. The position peaked at $721K in Q4 2024. 264 funds tracked by Wall St. Rank hold IBTG as of Q1 2025.

  • Vertex Planning Partners reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 31,621 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2025, an estimated $721K.
  • Vertex Planning Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Vertex Planning Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $721K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.