Ameriprise
IBTP

Ameriprise’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Ameriprise’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 		$4.36M Sell
170,974
-6,644
-4% -$169K ﹤0.01% 2637
2026
Q1 		$4.55M Buy
+177,618
New +$4.59M ﹤0.01% 2497

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

Ameriprise's IBTP Position: Q2 2026 in Review

Ameriprise reduced its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 3.7% in Q2 2026, selling an estimated $169K and leaving 170,974 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Ameriprise first reported a position in IBTP in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.55M in Q1 2026. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Ameriprise held 170,974 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $4.36M as of Q2 2026.
  • Ameriprise sold 6,644 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $169K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2637 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Ameriprise's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $4.55M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.