BIA
IBTP

Bell Investment Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Bell Investment Advisors’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 		$1.31M Buy
+51,498
New +$1.31M 0.19% 56

Other funds holding IBTP

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Bell Investment Advisors's IBTP Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026: 51,498 shares worth $1.31M. The stake represents 0.19% of the portfolio and ranks #56 among its holdings.

34 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Bell Investment Advisors held 51,498 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $1.31M as of Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF was a new Bell Investment Advisors position in Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.19% of Bell Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.