Advisory Services Network’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Advisory Services Network’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	–	Sell	-1,483	Closed	-$37.5K	–	4883
2026 Q1	$37.5K	Buy	+1,483	New	+$37.8K	﹤0.01%	2792
2025 Q4	–	Sell	-1,481	Closed	-$37.8K	–	4492
2025 Q3	$37.8K	Buy	+1,481	New	+$37.4K	﹤0.01%	2605

Other funds holding IBTQ

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Advisory Services Network sold out of iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026, closing a stake of 1,483 shares — an estimated $37.5K sold.

Advisory Services Network first reported a position in IBTQ in Q3 2025 and held it in 2 quarters. The position peaked at $37.8K in Q3 2025. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

Advisory Services Network reported no remaining iShares iBonds Dec 2035 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,483 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $37.5K.
Advisory Services Network first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
Advisory Services Network's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $37.8K in Q3 2025.
48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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