BIA
IBTQ

Bell Investment Advisors’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Bell Investment Advisors’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
Q1 		$2.67M Buy
105,554
+663
+0.6% +$16.9K 0.42% 37
2025
Q4 		$2.67M Buy
+104,891
New +$2.69M 0.42% 36

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 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 $11B AUM 18.22% 1-Year Est. Return

Bell Investment Advisors's IBTQ Position: Q1 2026 in Review

Bell Investment Advisors increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 0.63% in Q1 2026, buying an estimated $16.9K and bringing the position to 105,554 shares worth $2.67M. The position accounts for 0.42% of the portfolio, ranked #37.

Bell Investment Advisors first reported a position in IBTQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.67M in Q4 2025. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • Bell Investment Advisors held 105,554 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $2.67M as of Q1 2026.
  • Bell Investment Advisors bought 663 iShares iBonds Dec 2035 Term Treasury ETF shares in Q1 2026, an estimated $16.9K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.42% of Bell Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • Bell Investment Advisors first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Bell Investment Advisors's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $2.67M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.