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

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 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.

62 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.
62 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.