Bank of America
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Bank of America’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Bank of America’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 		$1.27M Buy
50,182
+8,547
+21% +$217K ﹤0.01% 4497
2026
Q1 		$1.07M Buy
41,635
+2,845
+7% +$73.5K ﹤0.01% 4492
2025
Q4 		$1M Buy
38,790
+10,717
+38% +$278K ﹤0.01% 4526
2025
Q3 		$727K Buy
28,073
+9,057
+48% +$232K ﹤0.01% 5541
2025
Q2 		$489K Buy
+19,016
New +$483K ﹤0.01% 5725

Other funds holding IBTP

Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
D.A. Davidson & Co
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

Bank of America's IBTP Position: Q2 2026 in Review

Bank of America increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 21% in Q2 2026, buying an estimated $217K and bringing the position to 50,182 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #4497.

Bank of America first reported a position in IBTP in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Bank of America held 50,182 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $1.27M as of Q2 2026.
  • Bank of America bought 8,547 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $217K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4497 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.