APFP
IBTQ

Action Point Financial Planning’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Action Point Financial Planning’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.9K Buy
+3,346
New +$83.9K 0.01% 658

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026: 3,346 shares worth $83.9K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Action Point Financial Planning held 3,346 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $83.9K as of Q2 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #658 holding.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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