Bank of America
IBTP

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
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

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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 $2.83B AUM 17.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America's IBTP Position: Q1 2026 in Review

Bank of America increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 7.3% in Q1 2026, buying an estimated $73.5K and bringing the position to 41,635 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4492.

Bank of America first reported a position in IBTP in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Bank of America held 41,635 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $1.07M as of Q1 2026.
  • Bank of America bought 2,845 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2026, an estimated $73.5K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4492 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.