APFP
IBTP

Action Point Financial Planning’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Action Point Financial Planning’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.7K Buy
+3,295
New +$83.7K 0.01% 663

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Action Point Financial Planning's IBTP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026: 3,295 shares worth $83.7K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings.

63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Action Point Financial Planning held 3,295 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $83.7K as of Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #663 holding.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.