AWM
IBTP

AllSquare Wealth Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$56.2K Buy
2,170
+400
+23% +$10.3K 0.03% 225
2025
Q2 		$45.5K Hold
1,770
– – 0.03% 234
2025
Q1 		$45.4K Hold
1,770
– – 0.03% 219
2024
Q4 		$43.9K Buy
+1,770
New +$45K 0.03% 222

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AllSquare Wealth Management's IBTP Position: Q3 2025 in Review

AllSquare Wealth Management increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 23% in Q3 2025, buying an estimated $10.3K and bringing the position to 2,170 shares worth $56.2K. The position accounts for 0.03% of the portfolio, ranked #225.

AllSquare Wealth Management first reported a position in IBTP in Q4 2024 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold IBTP as of Q3 2025.

  • AllSquare Wealth Management held 2,170 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $56.2K as of Q3 2025.
  • AllSquare Wealth Management bought 400 iShares iBonds Dec 2034 Term Treasury ETF shares in Q3 2025, an estimated $10.3K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #225 holding.
  • AllSquare Wealth Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.