Commonwealth Equity Services
IBTP

Commonwealth Equity Services’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Commonwealth Equity Services’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 		$5.3M Buy
208,648
+15,187
+8% +$386K 0.01% 1349
2026
Q1 		$4.96M Buy
193,461
+20,497
+12% +$529K 0.01% 1335
2025
Q4 		$4.46M Buy
172,964
+20,745
+14% +$539K 0.01% 1403
2025
Q3 		$3.94M Buy
152,219
+6,073
+4% +$156K 0.01% 1516
2025
Q2 		$3.76M Buy
146,146
+3,628
+3% +$92.1K 0.01% 1529
2025
Q1 		$3.66M Buy
142,518
+7,426
+5% +$187K 0.01% 1493
2024
Q4 		$3.35M Buy
+135,092
New +$3.43M ﹤0.01% 1508

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services's IBTP Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 7.9% in Q2 2026, buying an estimated $386K and bringing the position to 208,648 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #1349.

Commonwealth Equity Services first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Commonwealth Equity Services held 208,648 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $5.3M as of Q2 2026.
  • Commonwealth Equity Services bought 15,187 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $386K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1349 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.