ASN
IBTP

Advisory Services Network’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Advisory Services Network’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 		– Sell
-1,486
Closed -$38.1K – 4755
2026
Q1 		$38.1K Buy
+1,486
New +$38.4K ﹤0.01% 2783
2025
Q4 		– Sell
-1,052
Closed -$27.3K – 4381
2025
Q3 		$27.3K Buy
+1,052
New +$27K ﹤0.01% 2793

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

Advisory Services Network's IBTP Position: Q2 2026 in Review

Advisory Services Network sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026, closing a stake of 1,486 shares — an estimated $38.1K sold.

Advisory Services Network first reported a position in IBTP in Q3 2025 and held it in 2 quarters. The position peaked at $38.1K in Q1 2026. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Advisory Services Network reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 1,486 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $38.1K.
  • Advisory Services Network first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $38.1K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.