Choreo LLC’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Choreo LLC’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 Q3	$2.05M	Buy	+86,718	New	+$2.13M	0.02%	425

Other funds holding IBTQ

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return

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

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Choreo LLC's IBTQ Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q3 2026: 86,718 shares worth $2.05M. The stake represents 0.02% of the portfolio and ranks #425 among its holdings.

11 funds tracked by Wall St. Rank hold IBTQ as of Q3 2026.

Choreo LLC held 86,718 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $2.05M as of Q3 2026.
iShares iBonds Dec 2035 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2035 Term Treasury ETF made up 0.02% of Choreo LLC's portfolio in Q3 2026, its #425 holding.
11 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q3 2026.

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