Commonwealth Equity Services
IBTQ

Commonwealth Equity Services’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Commonwealth Equity Services’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 		$347K Buy
13,706
+1,197
+10% +$30.5K ﹤0.01% 3544
2025
Q4 		$319K Buy
+12,509
New +$321K ﹤0.01% 3603

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
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Commonwealth Equity Services's IBTQ Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 9.6% in Q1 2026, buying an estimated $30.5K and bringing the position to 13,706 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

Commonwealth Equity Services first reported a position in IBTQ in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • Commonwealth Equity Services held 13,706 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $347K as of Q1 2026.
  • Commonwealth Equity Services bought 1,197 iShares iBonds Dec 2035 Term Treasury ETF shares in Q1 2026, an estimated $30.5K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3544 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.