XY Planning Network’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

XY Planning Network’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 Q3	$292K	Buy	+12,779	New	+$292K	0.03%	327

Other funds holding IBTG

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

XY Planning Network's IBTG Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026: 12,779 shares worth $292K. The stake represents 0.03% of the portfolio and ranks #327 among its holdings.

132 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

XY Planning Network held 12,779 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $292K as of Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new XY Planning Network position in Q3 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #327 holding.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.