DADC
IBTP

D.A. Davidson & Co’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

D.A. Davidson & Co’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 		$10.7M Buy
421,822
+37,159
+10% +$944K 0.06% 248
2026
Q1 		$9.86M Buy
384,663
+10,579
+3% +$273K 0.06% 252
2025
Q4 		$9.65M Buy
374,084
+6,470
+2% +$168K 0.06% 247
2025
Q3 		$9.52M Buy
367,614
+46,982
+15% +$1.21M 0.06% 239
2025
Q2 		$8.24M Buy
+320,632
New +$8.14M 0.06% 241

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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

D.A. Davidson & Co's IBTP Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 9.7% in Q2 2026, buying an estimated $944K and bringing the position to 421,822 shares worth $10.7M. The position accounts for 0.06% of the portfolio, ranked #248.

D.A. Davidson & Co first reported a position in IBTP in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • D.A. Davidson & Co held 421,822 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $10.7M as of Q2 2026.
  • D.A. Davidson & Co bought 37,159 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $944K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.06% of D.A. Davidson & Co's portfolio in Q2 2026, its #248 holding.
  • D.A. Davidson & Co first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.