Choreo LLC’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Choreo LLC’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 Q3	$2.61M	Buy	+108,641	New	+$2.7M	0.03%	351

Other funds holding IBTP

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Petros Family Wealth Bloomington, Minnesota $171M AUM 25.62% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Old Mission Investment Co Traverse City, Michigan $487M AUM 19.59% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

Choreo LLC's IBTP Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q3 2026: 108,641 shares worth $2.61M. The stake represents 0.03% of the portfolio and ranks #351 among its holdings.

19 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

Choreo LLC held 108,641 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $2.61M as of Q3 2026.
iShares iBonds Dec 2034 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up 0.03% of Choreo LLC's portfolio in Q3 2026, its #351 holding.
19 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.