Ameriprise
IBTQ

Ameriprise’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Ameriprise’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 		$3.99M Sell
158,478
-15,780
-9% -$396K ﹤0.01% 2702
2026
Q1 		$4.42M Buy
+174,258
New +$4.44M ﹤0.01% 2517

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
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise's IBTQ Position: Q2 2026 in Review

Ameriprise reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 9.1% in Q2 2026, selling an estimated $396K and leaving 158,478 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Ameriprise first reported a position in IBTQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.42M in Q1 2026. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Ameriprise held 158,478 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $3.99M as of Q2 2026.
  • Ameriprise sold 15,780 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $396K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2702 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Ameriprise's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $4.42M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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